How to Access the Option Ledger

The Option Plan Ledger provides additional insight into the transactional history of options at a glance. This means that you can more easily and readily see Exercises, Cancellations, and other transactions on all of the Options within a pool at once.

From the Dashboard, click “Equity Plans,” and select a plan. Click “ledger” on the far right side of this page.


Was this article helpful?

Related Articles