Voting authority lets you classify the authority the account has to vote regarding shares held to match the definition used on 13F reporting requirements, using these options:
- Shared
- Sole
- None
Voting authority will be used in future 13F reporting capabilities within Tamarac, but you can update these settings now using the following methods:
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Navigate to these fields by going to the Accounts page, clicking on the relevant account, then choosing Compliance in the Settings tab.
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To update many accounts at once, use the Account Information upload data set to update multiple accounts at once. You can use the Account Information bulk report to first get a report of existing settings and use this as a template for your upload. For more information, see Upload Bulk Data.
