How will my broker know which shares to sell? Should I identify them in some way?

If you have more than one batch of company stock, you are responsible for providing your broker with enough information to identify which shares to sell. If you do not specify...

For access to this answer, please sign in or register.

Forgotten your username or password?

This feature is a benefit of Premium membership.

Registering as a Premium member will give you complete access to our award-winning content and tools on stock options, restricted stock/RSUs, SARs, and ESPPs.

Who becomes a Premium Member? See our long list of paid subscribers.

Are you a financial or wealth advisor? Learn more about MSO Pro Membership.

View Homepage