Step 1 of 2 — About you

Request an advisor review

Six short questions. Your answers help us route your request to the right advisor — nothing here is used for any other purpose.

What we don’t ask. We never ask for Social Security numbers, account passwords, or trading credentials. If anyone contacts you claiming to be OpenArc and requests those, please let us know — that isn’t us. See how we handle your information in our Privacy Policy.

1. Investable assets A rough range is fine — it helps us match you with the right advisor. 2. Employer The company whose equity compensation you hold.

3. Types of equity compensation you hold Select all that apply. RSUs Incentive stock options (ISOs) Non-qualified stock options (NSOs) ESPP None / not sure

4. Company stage Pre-IPO equity involves different considerations than public-company equity. Pre-IPO (private company) Post-IPO (public company)

5. What would you most like to understand? Select all that apply — this shapes the conversation, not the analysis. RSU vesting and taxes Stock options and exercise timing A concentrated stock position ESPP shares Job changes Retirement planning Trading windows / 10b5-1 plans Planning for major purchases

6. How should we reach you? Only used so an advisor can reach you.

By continuing, you agree to be contacted by an OpenArc advisor.