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1. Select the name of your RSU account in the sidebar.
2. Select Enter Transactions.
3. For Enter Transaction, select RSU Grant.
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4. 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. 
       

     • Specific Units - Specify the number of units that vest

       on specific dates

       per year.

     • Single - Add a single vesting date for all shares

5. 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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