Thread: ESPP - wtf
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Old 06-28-2022, 05:06 PM   #8
activeStick
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Yup, the information provided so far looks good. Our firm uses UBS One Source and as others have mentioned, your wife should be able to log into the site of whoever manages her shares to do whatever she wants to do. If she does a search in her old emails, she should be able to find a bunch of info and links related to how to create an account, etc. These older emails will almost certainly also link to internal FAQ guides related to her company's specific policies related to things like holding periods, withdrawals, etc.
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