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Premium Membership

Our independent and unbiased expertise can help you make the most of stock options, restricted stock, RSUs, performance shares, stock appreciation rights, and ESPPs.


While Basic Membership gives access to a limited amount of our content and tools, Premium Membership provides full access to all of Premium Membership costs $189 per year. Discounts are available for bulk memberships. For financial advisors, we offer Pro Membership. We also license our content to companies.

To subscribe to Premium Membership, you can either register a new account or sign in to upgrade an existing Basic Membership to Premium.

The benefits of Premium Membership are outlined below. See also our list of companies with Premium Members at

FEATURES Basic Access Premium Membership
Limited selection of articles and FAQs
Videos on equity awards and the related taxation
Podcasts you can download for easy listening anywhere
Interactive quizzes to test your knowledge of equity compensation
Glossary of essential terms, including an app for all mobile devices
All articles
800+ exclusive FAQs on all aspects of equity compensation
The full Tax Center, including FAQs with annotated diagrams of the IRS forms used to report stock sales on tax returns
Global Tax Guide
Learning Center with self-study CE courses for CFP and CEP credits
TOOLS (see myTools)
myRecords Portfolio Tracker for
stock options, restricted stock/RSUs,
and SARs
myAlerts email notices on vesting,
expiration, and target values
Quick-Take Calculator
For Stock Options
Quick-Take Calculator
For SARs
Quick-Take Calculator
For Restricted Stock
I Need The Money Calculator
Graphing in the calculators
and myRecords
Comparison Modeling Tool
Discussion Forum for sharing knowledge and experiences with other users
Ask The Experts archive of
helpful answers to readers' questions
myLibrary: bookmark content
and receive email updates

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