How do dividends work for Stock Bundles?

When you invest in Stock Bundles, which may include fractional shares of various companies, you are eligible to receive dividends just as you would with full shares. Here's how dividends are managed:

1. Dividend Distribution: Dividends are paid by the companies included in your Stock Bundles directly proportional to the amount of stock you own, even if those amounts are fractional. For example, if you own half a share of a company, you'll receive half the dividend that would be paid on a full share.
2. Threshold for Payment: Our firm has set a minimum threshold for dividend payouts. This means that dividends credited to your account must meet or exceed this set threshold. If the total amount of dividends from your fractional shares does not meet this threshold, the dividends will not be distributed until they accumulate to this minimum level.
3. Crediting Your Account: Once dividends meet the minimum threshold, they are automatically credited to your account. You can then reinvest these dividends into additional Stock Bundles or withdraw them as cash, depending on your investment strategy.
4. Taxation: It's important to note that dividends are subject to taxation, and you'll receive a tax form from us detailing your dividend income, which you will need to report during your tax filing.
5. Tracking and Reporting: You can track your dividend payments and see if they've reached the threshold via your online account dashboard. This section provides detailed information about dividend amounts, transaction dates, and the status of payments.

This structured approach ensures that you benefit from dividends in a way that is manageable and transparent, allowing you to maximize your investments in Stock Bundles.

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