Can I use Selling Plan for my RSUs, options, or ESPP shares?

Note: Wealthfront is no longer accepting new Selling Plan clients. However, we will keep these articles online for clients with existing plans.

Wealthfront can handle all of your vested and exercised stock, whether you earned it in the form of Restricted Stock Units (RSUs), as a result of having exercised options (ISOs or NSOs), or stock you have purchased in an Employee Stock Purchase Program (ESPP), or stock that you have acquired in any other way, even if you are not an employee of the company.

Please note that some companies do not allow the transfer of certain types of stock (e.g. ESPP shares). Lastly, please note that we won't sell ISO shares if they've been held for less than a year since it will generate a significant short term capital gain.

Your stock needs to be unrestricted (e.g. post-lockup) for you to be able to transfer it to Wealthfront and use Selling Plan.

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