Every RightCapital account will include three "default" vesting schedules, which are pre-built and available for use within each client plan:
The default vesting schedules reflect 3, 4 and 5 year vesting schedules, with equal amounts of equity vesting on an annual basis. For example, in the '4 years vesting annually' schedule, 25% of equity shares will vest each year. Equity shares can only be purchased after they have vested.
The specific year, month, and day that a grant is received will act as the start date for the vesting schedule. Let's assume the grant below is operating on a 4 year annual vesting schedule.
Vesting schedules can be leveraged within stock plan entries in the Profile > Net Worth section of each client plan:
Once applied, you can track stock grants as they vest in two areas:
- The Options tab within Retirement > Cash Flows
- The Stock Plans module within "..." More Menu > Stock Plans
