Need assistance with data entry? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to our support team at the bottom of the article.
In RightCapital we only show the balance of an asset if the client owns the stock. Stock Plan accounts will not add value to the Net Worth unless the shares are vested, exercised, and held.
Any stock options that have vested and exercised should be entered in the Net Worth by clicking Add Account > Investment and entering the holdings and account type associated with the stock plan (Ex. Employee stock ownership plan).
You can see stock plan grants liquidate in the future by navigating to the Retirement > Cash Flows > Options tab. You can also see the proceeds from stock liquidation impact the Retirement > Cash Flows > Summary Tab under Income Inflows > Other Inflows column.
Shares held represents the number of shares that had previously vested and were exercised but which were held within the stock plan. Shares held will be included in liquidation strategy. While shares exercised will represent shares of stock options that have been exercised but not liquidated, these stock options will not be included in the stock plan.
For additional assistance within RightCapital please contact our Support team.
RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.
RightCapital in Action
Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!