Creating Restricted Stock (RSA, RSU)

  1. Access the ‘Primary Issuances’ tab from the side menu
  2. Record the issuance under ‘Common Issuances’. Use the advanced entry slider to add the vesting plan.
  3.  Go to the stock certificate page by searching either for the certificate or the name of the stockholder.
  4.  Select the edit button for the certificate. The “Restricted” check box should be checked. Choose either RSA or RSU in the “Restriction Type” drop down box and save.

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