Short StockTrack Overview (10 minutes)
StockTrack Guided Tour workbook
StockTrack Overview (44 minutes)
Proxy Vote in StockTrack (7 minutes)
Online Proxy Voting with StockTrack (28 Minutes)
Learn how easy it is to set up proxy voting with StockTrack and Simply Voting!
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 Figtree 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 -- 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)