FOLIOVote: Online Proxy Voting Made Easy

FOLIOVote is a unique online service that offers you and your clients the information needed to make informed decisions about how best to vote proxies and to handle certain other corporate actions, as well as an integrated method to cast votes.

About FOLIOVote

Our FOLIOVote feature provides automatic email notifications regarding upcoming corporate actions and votes relating to securities held in your clients’ accounts. You can determine who votes for corporate actions, you or your clients, and your clients can even set custom permissions so that you both share voting capabilities.

How It Works

Some financial advisors vote proxies on behalf of their clients. Other clients and their advisors believe it better to have the client make these decisions directly. With FOLIOVote, you, your clients, or any designee they choose will receive email notifications whenever corporate actions affecting securities in their accounts are announced. Notifications will instruct the recipient on how to learn more about the issue presented and how to cast votes online when called for. It's simple, quick, and allows direct participation in corporate governance matters. With FOLIOVote, you and your clients can work together to determine how to best exercise corporate governance rights.