Capital One and Exercising Options
Yin Wu avatar
Written by Yin Wu
Updated over a week ago

Employees who use Capital One will be unable to exercise their options electronically through Plaid, as Plaid currently doesn't support Capital One.

For employees, the next steps are as follows:

  1. Contact your administrator and organize off-line payment

  2. Once paid, exercise the employee's options manually by following the directions here

  3. If needed, we will email an 83(b) election to the employee to coordinate mailing to the IRS

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