Free limited access to our content and tools.

Suitable for: People who want to explore our website free before subscribing.

Full access to our content and tools. Track and model stock grants.

Suitable for: Plan participants; HR, compensation, and stock plan professionals; lawyers, CFOs, and financial advisors; anyone who researches stock compensation, wants to stay current, and/or tracks and models grants for one person.

Full Premium access, plus the power to track and model grants for multiple clients! Includes special tools for client communications, education, and relationship-building.

Suitable for: Financial planners, wealth advisors, CPAs, stock plan managers; anyone who tracks and models equity grants for others.

MSO Basic gives access to:

	Access to Selected articles and FAQs
	Glossary of essential terms
	Lively videos and podcasts on a variety of key topics
	Fun quizzes with helpful links to related content in the answer keys
	Basic version of myRecords, our award-winning stock compensation tracker for stock options, restricted stock/RSUs, and stock appreciation rights
	Quick-Take Calculator for stock options

Premium Membership gives full access to myStockOptions.com:

	All our exclusive articles by experts in financial planning, tax and securities law, and stock compensation
	800+ exclusive FAQs on all aspects of equity compensation
	Tax Center on basics, withholding, and filing, with annotated examples of Form 8949, Schedule D, and Form W-2
	Self-study courses offering continuing education credits for CEPs, CFPs, CPWAs, CIMAs, CFAs, and CPAs
	Global Tax Guide to taxation of equity awards in 40+ countries
	Lively videos and podcasts on a variety of key topics
	Fun quizzes with helpful links to related content in the answer keys
	Full version (including grant alerts) of myRecords, our award-winning stock compensation tracker for stock options, restricted stock, RSUs, and stock appreciation rights
	Quick-Take Calculators for stock options, restricted stock/RSUs, and stock appreciation rights
	I Need The Money Tool, which helps you develop a strategy to determine the stock options or SARs you need to exercise and sell by grant, or shares of restricted stock that need to vest, to reach your cash goal after taxes
	Comparison Modeling Tools (patented!) for stock options and restricted stock/RSUs

MSO Pro provides all the content and tools of Premium Membership, plus valuable special features for advisors:

	Grant tracking and modeling for multiple clients Grants you have already entered in myStockOptions.com transfer seamlessly to MSO Pro
	The ability to import stock grant data from Excel into myRecords, our award-winning portfolio-tracker for stock options, restricted stock, RSUs, and SARs
	Client portal offering flexibility to give selected clients access to a confidential, highly secure site to see their grants and use basic tools
	Co-branding of your firm's identity on the client-accessible portal, which you can link to from your site
	Grant alerts to remind you and your clients of important dates and target values for their grants
	Calculator and modeling-tool scenarios that you can save and quickly return to
	PDF versions of articles, FAQs, and tool results with your firm's name and logo that you can use to enhance client communications
	Reports about your clients and their stock grants, whether individually, by stock symbol, or over specific periods
	PowerPoint presentations you can show to clients on core features of stock options, restricted stock/RSUs, and ESPP