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- Select the name of your RSU account in the sidebar.
- Select Enter Transactions.
- For Enter Transaction, select RSU Grant.
- Enter the details:
- Transaction Date
- Security Name
- Number of Shares
- Vesting Schedule
- Standard – The first-year vesting is at x percentage, and other shares will vest equally over the remaining vesting period.
- Gradient – The RSU will vest at different percentages over the vesting period. You will need to enter the percentages for each year.
Specific Units - Specify the number of units that vest per year.
Single - Add a single vesting date for all shares
- Choose either Enter/New if you have additional transactions or Enter/Done if this completes your transactions. The vesting schedule will be represented in the investment register as a series of transactions corresponding to the dates your RSU will vest.
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