Stocks & Finances
All Transactions Must be Uploaded into Skyslope
How to View or Download My Transaction Report
From your eXp Enterprise launch pad, navigate to Profile, then click Manage Profile.
The second section from the top will have tabs for your Capping Report and Transaction Report.
How Do I Check my Equity Program/Agent Equity Awards in Enterprise?
If you would like to check your Agent Equity Awards, follow the steps below:
Click Sign In.
Select your eXp account.
Click Allow on the consent page for the application to use your Google Account information.
System will display your Dashboard.
Click on Equity Program.
Select either Equity Program Full Disclosure or Agent Equity Awards Full Disclosure.
System will display selected program overview.
If you have elected to participate in the Agent Equity Program and have accumulated an amount of $250.00 or greater in commissions to be paid via stock, the issued shares will be reported through the Last Update Date and on an ongoing monthly basis.
Stocks are reconciled monthly and deposited into your Morgan Stanley account toward the end of the month following your transactions.
To check or edit your stock selections, please send an email to Stock@exprealty.com
American and Canadian agents can opt into the Agent Equity Program by following the link below and fill out the form electing to opt in. If you are able, please use your eXp email as it guarantees that we can locate the correct profile immediately.
How to check your stocks and stock purchases
You won't see the stocks broken out as a line item on a CDA because it's not something the title company needs to know about. What you will see is the 5% purchase deducted from the net net GCI. In the example below, the example on the left (green) shows that the agent is enrolled in the program and how that is deducted on the CDA. The column on the right is for an agent that is not enrolled in the stock purchase program and there is no deduction on the CDA.
To check or edit your stock selections, please send an email to Stock@exprealty.com .
The screenshots below are our "CDA Checker" spreadsheet vs the corresponding official CDA pictured just below it.