How to ask Addition to help with your equity upload

We know equity documents are a lot — we'll help. Upload yours and our team adds them to your account (usually within 3 business days).

1. Download your equity documents from your plan administrator (Carta, Shareworks, or Pulley — steps below).
2. Upload them to our secure file upload.
3. Include the email tied to your Addition login.

We'll notify you when they're in.

Carta Integration

1. Log in to your Addition account
2. Click on your profile in the top right corner and select Equity
3. Select Add Equity Grant

4. Then Select Sync with Carta or Manually Add Grant

5. Authorize account access 
6. Review your grants to make sure all information is listed
7. Import data 

Finding your documents in Shareworks

Start by logging into Shareworks.

Head over to your Activity

Go to your Statement and click on "Holdings Report for Financial Planning Discussions".

Select "All Available History" and "Excel Workbook" and download the report for Addition.

Upload your docs into our secure file upload. Addition will be in touch once your documents are ready.

Finding your documents in Pulley

Start by logging into Pulley

Head over to your Pulley Portfolio View (Click on: Portfolio)

Click on your company. Click on the grant you'd like us to ingest. Scroll down to "Documents" and click on your stock plan document and download this report for Addition.

Upload your docs into our secure file upload. Addition will be in touch once your documents are ready.