SHAREWORKS
eXp World Holding's, Inc has partnered with Shareworks by Morgan Stanley for the management and administration of its equity plans. Shareworks is available to all agents with stock awards and those participating in the Agent Equity Program.
SHAREWORKS HIGHLIGHTS
Anywhere, anytime access to:
Agent Growth Incentive Program stock awards
Shares issued upon vesting of stock awards*
Shares purchased through the Agent Equity Program*
Sell or transfer issued shares
Link Shareworks to a bank account or personal investment broker
Information alerts: Email Notifications about key events
Dedicated support: The Shareworks Participant Experience Group is available to assist by phone during regular business hours.
Mobile Access is available through the Shareworks app with your eXp Passport credentials.
* Shares issued prior to November 1, 2019 are held in agent accounts at Broadridge Financial Services, Inc.
HOW TO ACCESS SHAREWORKS
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
Access your Shareworks account through Okta by signing in with your eXp Passport credentials and clicking on the Shareworks tile.
Download the Okta Mobile app:
Site Name: https://exprealty.okta.com/
Username + Password are your eXp Passport credentials.
INTERNET BROWSER
www.shareworks.com
Agents can access their account via the web by logging in at www.shareworks.com with their Shareworks account number and password.
ACCOUNT ACTIVATION
SHAREWORKS ACCOUNT SET-UP
First-time users will need to go through the account set-up process. For information about the account set-up requirements, click here.
Account Activation (SSO).mp4Participants in the U.S. are required to create or link an existing E*TRADE Brokerage Account. A guide can be found 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.
ACCOUNT NAVIGATION
Your Dashboard displays your Total Portfolio Value, Tasks, Past Events, and Future Events.
The Total Portfolio Value area shows you a breakdown of your total, available, unavailable, and potential portfolio value in Shareworks:
Total Portfolio Value is the sum of the available and unavailable value of your equity in Shareworks.
Available value is the total of your vested and transactable equity
Unavailable value is the total of your unvested and non-transactable equity
VIEW YOUR VESTED SHARES IN SHAREWORKS
Agent Equity Program Navigation v2.mkvVIEW YOUR STOCK AWARD GRANTS IN SHAREWORKS
Stock Awards Navigation v2.mkvSHAREWORKS SUPPORT
eXp Stock Plan Services
Need assistance accessing your account? Send us an email to verify your information.
How can we help you?
If you have questions about your Shareworks account or would like information to complete a transaction, search through the Support Center for an answer.
Participant Experience Group
North America (ET)
1 877 380 7793 – 8:00 a.m. to 8:00 p.m.
Australia (AEST)
1800 768 002 – 9:30 a.m. to 4:30 p.m.
United Kingdom (GMT)
0800 088 5912 – 8:00 a.m. to 6:00 p.m.
Other Locations
+1 403 515 3909
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.