Creating Restricted Stock (RSA, RSU)

  1. Access the ‘Primary Issuances’ tab from the side menu
    creating-restricted-stock-rsa-rsu-1
  2. Record the issuance under ‘Common Issuances’. Use the advanced entry slider to add the vesting plan.
    creating-restricted-stock-rsa-rsu-2
  3.  Go to the stock certificate page by searching either for the certificate or the name of the stockholder.
    creating-restricted-stock-rsa-rsu-3
  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.
    creating-restricted-stock-rsa-rsu-4

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