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Engagement Made Easy

by Marketing on August 21, 2009 9:25 AM

Being a conscientious investor doesn’t have to be complicated. Our latest helpful tool compiles all of the information on shareholder events and material distributions for the investments that you own in one convenient place.

From the new Shareholder Services area, optionsXpress clients can:

- Submit voting proxies electronically

- Set up AutoVote or SpeedVote functionality based on a set of standard voting guidelines

- Receive electronic versions of shareholder communications and mutual fund prospectuses

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Access to any of the above events is provided for educational and informational purposes only. optionsXpress is not affiliated with, sponsors, is sponsored by, endorses, or is endorsed by the above mentioned guest speakers or cooperative events and the commentary and opinions expressed at, by or through the above mentioned guest speakers or cooperative events are solely their own. No information provided by the guest speakers or cooperative events has been approved or endorsed by optionsXpress and does not constitute a recommendation by optionsXpress to buy or sell a particular investment. You are solely responsible for your investment decisions, and optionsXpress makes no investment recommendations and does not provide financial, tax or legal advice. Please consult your tax consultant prior to making any investment that may impact your tax situation.

Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options (PDF) or available by calling 1-888-280-8020.

Futures involve substantial risk and are not appropriate for all investors. Please read Risk Disclosure Statement for Futures and Options prior to
applying for an account.

Any stock, options, or futures symbol displayed are for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular security.

Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, volume and other factors. An investor should understand these and additional risks before trading. optionsXpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools are provided for educational and informational purposes only. Products and services intended for U.S. customers and may not be available or offered in other jurisdictions.

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