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Product Updates

Product news August 2024

Product news August 2024

It’s hard to believe that the summer is almost over already. However, as the temperature drops, our excitement rises, because we have some great news for participants this month.

Total Grant Statements

Total Grant Statements

We’re happy to announce the release of the Total Grant Statement, providing participants with greater transparency into their equity holdings. Participants can now generate and download a Total Grant Statement as a PDF on their portal.

The Total Grant Statement is a detailed summary of a participant’s equity holdings, providing a clear overview of their current equity position. The statement will reflect the most up-to-date award information as of the generation date and displays in their preferred currency.

Key components of the Total Grant Statement include:

  • Total Outstanding Grant Statement: A summary of all of the outstanding current equity (grants and awards) held by the participant.
  • All Grant Detail by each share listing: A detailed breakdown of every grant awarded to the participant split by share listing (security)
  • Forfeiture & Expiration Statement: A detailed view of all forfeitures and expirations by grant.

Dividend vouchers updates for greater transparency

Dividend Vouchers Updates

Participants can now easily trace the origin of their accrued cash dividends. We’ve added the Parent Grant ID and Grant Date to dividend vouchers, offering greater transparency and clarity to users.

Rebranding update

Corporate Admin Experience

We’re excited to announce the rebranding of our participant portal (formerly EquityGateway) and corporate admin experience (formerly EquityAdmin).

Participant Portal:
The portal has been updated to reflect our new brand. Most notably, participants using version 3 will now see the J.P. Morgan Workplace Solutions logo instead of Global Shares logo.

Corporate Admin Experience:
The color scheme and logo on the Admin experience (formerly known as EquityAdmin) has been refreshed to reflect our new corporate identity.

We will keep you updated as additional branding updates are rolled out across our application in the coming weeks.

Please Note: This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. J.P. Morgan Workplace Solutions’ Insights is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.