Thursday, December 3, 2015

Scottrade Online Proxy Voting While Logged In

A few moments ago, I was looking for Scottrade Online Proxy Voting. That's what I call it. Scottrade calls it Shareholder Notifications.

I remembered there was a way vote to your shares while logged into Scottrade. I just could not remember how to do it. I'm writing about it now so that I will have something to remind me should I forget again.

Here's the steps I took:

  1. I signed into my Scottrade account
  2. Once logged in, I noticed that I was on the Home tab at the top of the page.
  3. I also noticed that the My Account tab is the third tab and the Home Tab is the first tab.
  4. At the top of the page, I chose the My Account Tab
  5. Once on the My Account page, I noticed sidebar navigation on the left side of the page. The navigation elements are stacked on top of each other running down the left side of the page.
  6. I noticed that I was on the Balances navigation element on the left side of the page. Balances is the topmost navigation element.
  7. The second navigation element is Positions. Positions is the next element underneath Balances.
  8. I chose the Balances navigation element which takes me to the Balances page.
  9. Once on the Balances page, I noticed that I have a whole new set of tabs at the top of the page. There are 4 tabs total on the Balances page.
  10. I chose the right-most tab, the 4th tab. This tab is called Shareholder Notifications
  11. The Shareholder Notifications page allows me to vote my shares in the upcoming shareholder annual meeting

It's not particularly hard voting my shares at Scottrade. Nor it is hard keeping up with shareholder notifications in general. The hardest part for me is remember how I did it the last time I did it.

Ed Abbott

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