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- Select the Add Account
icon on the top right of the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - Select Offline Account .
- Under Investing & Retirement, select Brokerage.
- Select Complete Investing and click Next.
- Follow the on-screen instructions→ Other Investments.
- Select RSUs (Restricted Stock Units).
- Enter the following information:
- Account name (And name that will identify the account to you)
- Used for:
- Personal Transactions (not part of your business. This is almost always the choice)
- Business transactions (If RSUs were issued to your business)
- Currency
- Select Finish.
Once you have a brokerage account ready, set up your RSU Grant.
- Navigate to the register for the investment account in which you want to record an RSU GrantSelect 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.
- 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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