eSHAREHOLDER.COM IS A NEW HOLISTIC AND INTERACTIVE FINANCIAL WELLNESS WEBSITE FOR EMPLOYEE SHAREHOLDERS
Helping to manage all aspects of financial planning, estate planning, employee benefits, financial education and wealth protection.
Access financial education, relevant and up-to-date financial news and information, online investing tools, portfolio management, cost basis center, financial blogs and articles, educational content, an active user community and invaluable resources and hot links which are all delivered in an easy-to-use format.

FINANCIAL EDUCATION

YOUR PATH TO FINANCIAL WELLNESS

Learning and understanding all aspects of your finances and investments will enable you to manage personal financial matters in an efficient way, which includes knowing how to make appropriate decisions in financial areas such as investing, employee stock plans, insurance, real estate, paying for college, budgeting, retirement and tax planning.

Financial literacy helps individuals become self-sufficient so that they can achieve financial stability. The behaviors and attitudes a person possesses about money are applied to his or her daily life.   Financial education is the foundation to achieving overall financial health and well-being.

eSHAREHOLDER TOOLS AND RESOURCES

TAX PLANNING TOOLS
With supporting tools such as Netbasis and NetWorth Digital Advising Tool, eShareholder.com gives employee shareholders access to state-of-the-art applications to help minimize tax responsibilities when selling ESPP/ESOP shares.
BUDGETING RESOURCES
Make informed and conscious decisions about how you prefer to allocate your money. This can also help people save for retirement, emergencies, a new car or just about anything.
RETIREMENT PLANNING TOOL
Assess your readiness to retire, manage investment income, check your spending, and track your portfolio performance.
NETWORTH ACADEMY
NetWorth Academy brings a dynamic and empowering educational opportunity to a new generation of investors. With an extensive investment-oriented curriculum utilizing traditional and technologically advanced teaching methods, NetWorth Academy enables individuals to experience
“e-learning” at its very best.
NetWorth Digital Advising Tool is a state-of-the-art portfolio manager that allows you to effectively manage your investments by providing powerful tools to analyze your restricted and unrestricted holdings. All of your ESPP/ESOP and RSU share information is available in one place making it simple to navigate and understand.

Displays Investment Positions

Tracks New Shares Earned and Shares Sold

Determines Market Value for Shares

Retrieves and Tracks Cost Basis

Calculates Gains/Losses in Report Form

Calculates and Produces Dividend Report

Tax Optimization Tool to Identify Most Effective After-Tax Sales Method

Produces a Tax Lot Relief Letter to Initiate Sales of Company Shares

Obtains Data from the Transfer Agent Making the Process Easy and Seamless

Provides for Automatic Transaction Alerts on any Developing Changes Regarding the Company or Stock

Maximize Your Investment Profits By Accurately Calculating Your Adjusted Cost Basis

Determines the adjusted cost basis for virtually any security traded in US regardless of its history of capital changes.

Complex corporate actions

Adjusts for stock splits, mergers, dividends reinvestments

Covers wide range of securities including: NYSE, NASDAQ, and other major exchange, ADRs, closed-end funds, REITs, OTC securities (Bulletin Board and Pink Sheets), UITs, mutual funds, and debt instruments such as options and bonds.

Capture and track lot shares acquired under myriad circumstances, including: reinvestment, employee stock option and other stock plans, voluntary cash purchases, transfer of ownership, cash or stock dividends, and corporate events.

Interested in the eShareholder.com?