Voice and choice

iconik gives clients a rich toolkit for engaging with the companies they own.
#values-aligned-investing

Take stock

Every client is different. iconik VoteForge allows clients to create personalized voting profiles to match their values, engaging with issues that matter to them and skipping the ones that don’t.

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Set it and forget it

It only takes minutes to create an iconik voting profile that automatically votes shares to match values across a portfolio or group of portfolios.

Clear Impact Reporting

As shares are voted, iconik reports election results, organized in the subject areas clients care about. Shareholder proposals passed, directors unseated - elections offer a clear way to understand the impact that a voting profile is having.

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Smart defaults

Some clients may feel strongly about a set of issues, but want the rest of their votes to follow management’s recommendations. iconik’s Cascading Voting Rules allow clients to easily set intelligent defaults that can be overridden by more specific preferences.

Works with every brokerage

iconik works with every brokerage. We don’t collect sensitive information or require position data, and new accounts can be set up in minutes.

Built in Transparency

You can always check how iconik is auto-voting shares, and make changes if you like.

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Get in touch

© 2022 by Iconik Securities, Inc. ("iconik")

iconik is not a registered broker-dealer. The information provided by iconik does not constitute advice or a recommendation to buy, sell, or hold securities. All investments involve risk; the past performance of a security or financial product does not guarantee future results or returns. With any investment in securities or financial products, there is always a risk of losing money. Investors should be aware that system response, execution price, speed, liquidity, market data, and account access times are affected by many factors, including market volatility, size and type of order, market conditions, system performance, and other factors. These risks are to be assumed by the customer.

Iconik Securities, Inc. and Alpaca Securities LLC ("Alpaca") are not affiliated and neither are responsible for the liabilities of the other.

Technology is offered by Iconik Securities, Inc.

Brokerage services are provided by Alpaca Securities LLC ("Alpaca"), member FINRA, a wholly-owned subsidiary of AlpacaDB, Inc. Clearing services are provided by Velox Clearing LLC (Velox) and Vision Financial Markets LLC (Vision). All three are members of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash) per customer. Explanatory brochure available upon request or at www.sipc.org.

This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Alpaca is not registered (Alpaca is registered only in the United States).

⋆ Fractional shares may not include voting rights.

⋆⋆ Relevant regulatory fees may apply


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