SHAREWORKS
by MORGAN STANLEY
Shareworks is the online platform for managing eXp’s Agent Growth Incentive Program stock awards and participation in the Agent Equity Program.
- Enroll or make changes to participation in the Agent Equity Program(1)
- Accept new Agent Growth Incentive Program Stock Awards and track vest dates
- Receive e-mail notifications about key events related to eXp’s agent stock programs
- Dedicated support through the Shareworks Participant Experience Group available to assist by phone during regular business hours.
- Linked to an E*TRADE companion brokerage account to sell or transfer shares(2)
- Download Tax Documents and Account Statements(3)
(1)Agent Equity Program participation is not available in all countries.
(2)Available to U.S. participants only. Those outside the U.S. will transact within Shareworks.
(3)Depending on when issued shares were initially moved to E*TRADE, some 2023 tax documents may be found in E*TRADE.
All agents will receive an email invitation to activate their Shareworks account in the week following their eXp join date.
First-time users will need to go through the account set-up process. For information about the account set-up requirements, click here.
Participants outside the U.S. are required to complete the W-8BEN form certifying they are not subject to U.S. taxes.
For assistance completing the W-8BEN form during the account activation process, visit the Shareworks support guide.
ENTERPRISE
US & Canada Only – Agents can access their account through Enterprise by clicking on the Shareworks tile under Technology Solutions.
SHAREWORKS APP
Download the Shareworks app and sign in with your eXp passport credentials for mobile access.
OKTA
Agents can access their account through Okta by signing in with your eXp passport credentials and clicking on the Shareworks tile.
Download the Okta Mobile app!
Site Name:
Username + Password are your eXp Passport credentials.
BROWSER
Agents can access their account via the web by logging in at www.shareworks.com with their Shareworks username and password.
DASHBOARD
The Dashboard displays the Total Portfolio Value, Tasks, Past Events, and Future Events.
Tasks will present the ability to adjust Agent Equity Program participation and accept stock award grants.
Past Events show transfers, dividend payments, purchases, award grants and any other events.
At the base of the Dashboard for US agents, will be a Your investment accounts link which can be used to access E*TRADE.
PORTFOLIO
The Portfolio displays Stock Awards and Share Purchase and Holdings.
Stock Awards includes any awards that are outstanding (in the process of vesting), as well as, vested awards.
To view the status, vested or forfeit awards, select the Account Summary tab on the Awards table.
Share Purchase and Holdings displays your Agent Equity Program purchases and vested awards. Select (details) next to eXp World Holdings, Inc. – NASDAQ to view a breakdown of purchases or awards.
ACTIVITY
The Activity displays any actions that have taken place in Shareworks (vested awards, sales or transfers).
The Reports subtab within the Activity tab can be used to pull Account Statements:
Instructions on producing an account summary statement can be found here.
DOCUMENTS
The Documents section contains Account Statements, Plan Documents, Grant Agreements and Tax Forms.
If you are a Non-US agent, the Documents tab also contains a Tax Supplement prepared under Guides and General Reference.
Select the Tax Documents subtab to pull tax documents prepared by Morgan Stanley.
NAVIGATING THE DASHBOARD
VIEW STOCK AWARDS
VIEW VESTED SHARES
Contact Shareworks Monday through Friday (market trading days) for assistance with account access, navigation, and the sale/transfer of shares.
North America (ET) 1 877 380 7793 – 8am – 8pm
Australia (AEST) 1800 768 002 – 9:30am – 4:30pm
United Kingdom (GMT) 0800 088 5912 – 8am – 6pm
Other Locations +1 403 515 3909
Online Support Guide: https://www.morganstanley.com/atwork/support
If you decide to move your license from eXp and no longer have access to Enterprise or Okta, you can log into Shareworks from any internet browser at www.shareworks.com. You must first change your password within your Shareworks profile prior to leaving eXp. Please note your account number to log in and update your email address for the delivery of notifications.
All equity programs are governed by eXp World Holdings, Inc.’s 2015 Equity Incentive Plan.
The Agent Growth Incentive Program and Agent Equity Program are subject to modification or termination at the discretion of the Company’s Board of Directors.
If an agent has otherwise achieved one or more eligibility requirements to receive an award under the ICON Program, but the eligible agent, through no fault of his or her own or due to extreme or extenuating circumstances, should be unable to fulfill one or more remaining eligibility requirements, alternative eligibility requirements may be provided to such agent; such alternative eligibility requirements must be equal in effort to the requirement being substituted and otherwise compliant with the 2015 Equity Incentive Plan.
Ownership of Shares issued under the Programs may come with associated costs imposed by third parties, including but not limited to, fees that may be imposed by a stockbroker, financial services broker of Participant’s choosing, or others.
eXp World Holdings, Inc. has adopted an Insider Trading Policy that prohibits employees, agents and contractors from the purchase or sale of EXPI stock based on material nonpublic information and from disclosing this information to others who may trade.
S-8 PROSPECTUS AND ANNUAL REPORT:
FOREIGN SECURITIES FILINGS:
For more information or assistance, visit the Agent Stock Programs home page.