Protect
your RSUs

Automatically time trades to save on taxes, reduce losses and earn more per share.

Used by employees at

Listening to randos...

Definetly not Mark
Not Mark Z.12:20 PM
What should I do with my RSUs?
😡 1028
❓ 534
πŸ“ˆ 467
πŸ€‘ 167
πŸ’© 102

...can get very expensive

Blocked by trading windows-$20K
Fomo trading-$12K
Got scared-$50K
Wash sale-$40K
Followed Jim Cramer-∞
Blocked by trading windows-$20K
Fomo trading-$12K
Got scared-$50K
Wash sale-$40K
Followed Jim Cramer-∞
Listened to Blind-$25K
Fleeced by the IRS-$80K
Brokerage commissions-$5K
Greedy wealth managers-$90K
Bad earnings call-$45K
Listened to Blind-$25K
Fleeced by the IRS-$80K
Brokerage commissions-$5K
Greedy wealth managers-$90K
Bad earnings call-$45K
stay in full control

Stop losing money.
Use an RSU trading plan.

Hold RSUs for a target price

Hold RSUs for a target price

Set your ideal price based on projections from Morgan Stanley, Goldman Sachs, Barclays, JP Morgan, and others.

Auto-trade even outside trading windows

Candor helps you use a 10b5-1 plan to sell Restriced Stock Units (RSUs) at any time, including outside issuer-imposed trading windows, to provide access toΒ more opportunities to sell. Example is for illustrative purposes only and results will depend on your individual factors and circumstances, including your personal investment decision-making.

Save on taxes

Only sell the most tax-optimal shares with Vest Tax Optimizer.

More superpowers included

Diversify or cash out

See portfolios β†’

Only sell the most tax-optimal shares

Vest Tax Optimizer β†’

Get 12-month stock price projections

Price tracking β†’

Tax optimizations to keep more of what you earn

See how β†’

Institutional portfolios from Blackrock

See portfolios β†’

TurboTax integration

How Candor helps you save on taxes β†’

Sell outside of the trading windows

Trading plans β†’

Dollar cost averaging

Trading plans β†’

Choose a percentage of RSUs to sell vs hold

Trading plans β†’
Try it out

Get clarity today

See your RSU recommendations
Experiment with settings
Sign up only when you’re ready.
Become a client
now
Holding until your shares reach $415.

Stop overpaying for financial access

On your own

Hire an accountant, financial advisor and securities attorney (and maybe a therapist...)

Pay less, save more
Candor
Start saving immediately
Track everything online
Simple pricing for real humans

Candor keeps your money safe

INSURED UP TO
$500k
Securities held at Apex Clearing are insured by SIPC. SIPC does not protect against investment losses. Learn what SIPC covers
Registered with the Securities and Exchange Commission Important disclaimer
Bank-level encryption, compliance and risk controls
Intentions in the right place

Unlike brokerages, we’re a fiduciary

Brokerages can get kickbacks for recommending less-than-optimal strategies.
Our revenue comes from serving you and only you.

Frequent questions

General
Trading plans
Taxes
Portfolios
How is Candor different than...
Security

How does Candor work?

Candor helps you use a trading algorithm to manage your RSUs. With Candor, you can automatically time trades to save on taxes, reduce losses and earn more per share.

The first step is to see what we recommend for your specific situation. Get your recommendations here.

After that, you'll have a chance to access the dashboard and fine tune your settings. If you have any questions, email hello@candor.co or use the chat feature on your dashboard.

How much does it cost?

What about trading windows?

What's a 10b5-1 plan?

Does my company need to approve me using Candor?

Who is Candor?

Is Candor a fiduciary?