StockTrack

 

Training Materials

Horizontal Bar

Tutorials

Short StockTrack Overview (10 minutes)

StockTrack Guided Tour workbook

StockTrack Training Workbook

StockTrack Two Hour Basic Training Class

StockTrack Overview (44 minutes)

Online Proxy Voting with StockTrack (28 Minutes)
Learn how easy it is to set up proxy voting with StockTrack and Simply Voting!

Proxy Vote in StockTrack (7 minutes)
Proxy Voting in StockTrack. Online voting is not included in this short overview.  

Using Employee Stock Options in StockTrack (Slides)

Modifying the Check Layout (8 minutes)
Note that the check form names and numbers mentioned in this video may have changed. Contact us for current check form information.  

1099 Reporting using StockTrack and Account Ability - 1099-B, 1099-DIV, 1099-INT

Cost Basis Tracking for Transfer Agents -- PDF  

Cost Basis Reporting and Basis Determination for Stock -- 36 page document  

Cost Basis Tracking for Transfer Agents -- recording (1 hour)  

Cost Basis -- Using CBRS Web Direct by the STA and SSA -- recording (1 hour)  

Cost Basis -- Using CBRS Web Direct by the STA and SSA -- PDF of slides and notes  

Creating a two page stock certificate in StockTrack -- white paper  

 

Using the Pipeline in StockTrack -- video presentation (5 minutes)  

Overview of iStockTrack (slides)  

  StockTrack Fractional Share DRP Add-In (14 minutes)  

StockTrack Debt Module Add-In (14 minutes)  

StockTrack Pledge Module Add-In (13 minutes)

 

 

StockTrack is a product of Figtree Consulting, Inc.

• Home  • FREE Trial  • StockTrack Features  • iStockTrack Features  • About Figtree  • Contact Figtree  • stock@figtree.com  •

1996-2012 Figtree Consulting, Inc.