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.
Anywhere, anytime access to:
Agent Growth Incentive Program stock awards
Shares issued upon vesting of stock awards*
Shares issued through the Agent Equity Program*
Sell or transfer issued shares
Information alerts: Email Notifications about key events
Dedicated support: The Shareworks Participant Experience Group is available to assist by phone or email during regular business hours.
Mobile Access is available through the Shareworks app with your eXp Passport credentials.
HOW TO ACCESS SHAREWORKS
First-time users will need to go through the account set-up process. For information about the account set-up requirements, click here.
Participants 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.
SHAREWORKS ACCOUNT SET-UP
eXp Stock Plan Services
Need assistance accessing your account? Send us an email to verify your information.
Participant Experience Group
TRANSACTIONS IN SHAREWORKS
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.