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How do I participate in Wall St shareholder votes or AGMs?

If you're a shareholder in a U.S. company holding an Annual General Meeting (AGM) or proposing a vote, you’ll participate through proxy voting.

Receiving voting materials and instructions

If you’re eligible to vote, you’ll receive proxy materials, which include your ballot and details about the proposals.

• Email notification
  You’ll receive an email (often via Broadridge) with information about the vote, the proposals, and instructions. These typically come from an address like id@proxyvote.com and are often staggered. It is normal for different investors to receive these at different times.

• Voting Instruction Form (VIF)
  This is your official ballot. It outlines the matters up for vote – such as electing directors or approving executive compensation – and includes a unique control number to vote online.

• Proxy Statement (Form DEF 14A)
  A detailed filing with the SEC explaining the proposals and management’s recommendations.

Just follow the link in the email and use your control number to cast your vote.

Determining voting eligibility (record date)

To vote, you must have held the stock on the company’s record date. This is a cut-off point set by the company – not by Stake or our broker-partner – to determine which shareholders are eligible to vote.

Voting rights for fractional shares vary depending on the company and broker

While you may be invited to vote as a fractional shareholder, the company ultimately decides what value these votes have. Some companies choose to discard votes on fractionals and others may adjust the vote value. These decisions are set by each company and not determined by Stake or our broker-dealer.