Use Shareworks and stay connected to your equity plan, wherever you go. View your portfolio, upcoming events and complete transaction history. Sell or transfer shares and exercise options.
You'll need a Shareworks account to use the app.
WATCH IT GROW:
• Manage and forecast your portfolio
• Track important events, both past and future
• View employee stock purchase plan holdings
TRANSACT:
• Sell or transfer shares
• Exercise options
• Take action when restricted stock awards vest
• View your transaction history
SAFE AND SECURE:
• Sign in securely via Face ID or Touch ID
• All communication is encrypted
• No financial data is stored on the device
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Screenshots
User Rating
4.67 out of 5
9,875 ratings
in Canada
5 star
7,928
4 star
1,232
3 star
383
2 star
100
1 star
232
Ratings History
Reviews
Nice app but lack one major information.
It’s a very easy app to track down the investment. One thing I wish it showed in the app is the amount of money originally invested and the percentage of the growth. Now it just shows the overall amount that I have in the portfolio but having the growth option included will give us some insights at the time of making any decision, i.e. selling or making more contributions.
Error 500
The application stopped working this week. I keep getting error 500. Even tried changing the password. I called solium and they said the app should be working. No recommendations, or offer for technical support to resolve this issue. Hopefully they fix this soon.
Keeps bugging me for survey, overall good app
Overall good app, easier to navigate and see the different account balances, only thing I don’t like about the app is that the review options keeps popping out
Bested and non vested shares and options
Need have a page to show the vested and invested shares and options separately
You now only show total numbers.
Great System
Shareworks, owned by Morgan Stanley, is a great system to track my portfolio. It is detailed and easy to navigate. It was excellent features.
It’s to bad
Why can’t I print tax documents off the phone app? What ever you can do on the computer site should be the same as the app.
Missing Functions
Missing some important functions only available through the full site or by calling support.
Scam
Scammed me, didn’t complete two transactions and says they did
Please update!!
I am not sure what happened but either there is no support for the iPhone 13 pro max or iOS 15 has caused an issue. The back icon top left and sign out icon top right are unusually high almost infringing with the time and battery display. It makes it unresponsive to touch. You have to touch it just at the right spot to get it to function. That being said Face ID has been replaced with a Touch ID toggle. Not sure how Touch ID is supposed to work with a Face ID phone. Definitely not wanting to see what happens when I toggle it on. Haha Cheers Fellas. Few bugs for you to work out. These issues have made a 4 star app almost functionally unusable.
Internal and cancelled
Not working very well in Apple phone and there is no option internal share transfer to internal account like vaste account to RRSP