ADVANTIS + RIVERMARK

Merger voting FAQ

Merger Voting FAQ

Get answers to your merger voting questions

We understand that you may have questions about our merger vote. We encourage you to review this FAQ to familiarize yourself with the process prior to voting.

Who is conducting the member voting process?
Advantis is partnering with CUBallot, a trusted third-party company that is a leading facilitator of credit union merger votes nationwide, to ensure a safe, secure, confidential, and convenient voting process for our members.

When is the merger voting period? 
The merger vote is open from August 5 to September 23, 2024, the date of our special member meeting. Mailed paper ballots must be received no later than 5 pm, and online votes must be submitted no later than 6:30 pm on September 23. Ballots received after this deadline will not be counted, even if postmarked before or on September 23, as the final results will be tabulated and announced at the end of the special member meeting.

Who is eligible to vote?
Any individual Advantis member aged 18 years or over (including business accounts) who is the primary owner on one or more share savings in the Credit Union is eligible to vote. Members must have been members on or before July 31, 2024.

What if I’m a joint owner on all accounts?
The primary account holder (first name listed on an account) that was established by the member/household may vote. Members with only joint ownership on accounts are not eligible to vote.

How will I vote and/or receive a ballot?
If you have an email address on file with us, you’ll receive an email with a link to a secure online voting portal on our website. If you do not receive this email for some reason, you can visit www.advantiscu.org/mergervote to vote at any time.

Members with no email address on file will receive paper ballots in the US Mail. Use the pre-paid postage envelope to return the ballot to CUBallot, the independent third party conducting the vote. We encourage you to confirm your contact information is accurate through Advantis Online Banking. Or you contact the credit union at 503-785-2528.

Can I vote (or drop my ballot) at a branch? Can I vote through your contact center?
No. Because we are using a trusted and independent third-party company to conduct the vote, Advantis employees are not allowed to accept ballots, facilitate voting, or provide a mechanism for voting in branch. All member-facing staff will ask members to visit www.advantiscu.org/mergervote to securely vote online in minutes. 

What if I lose the paper ballot I received?
If you lose your paper ballot, you may still cast your vote electronically via the secure online voting portal at www.advantiscu.org/mergervote.

If you’d prefer to receive a new paper ballot, you may request one via secure message in online banking. Or you can call us at 503-785-2528, Mon – Fri, 8 am – 6 pm. Our branch staff can also provide a new paper ballot and pre-paid envelope. However, you’ll have to mail this on your own to CUBallot, the trusted third-party company conducting the vote.

Where do I go to vote online?
Visit www.advantiscu.org/mergervote. We are working with a trusted third party, CU Ballot, to help manage the voting process. Click “Vote Now” on this page and it will take you to a secure voting portal set up exclusively for the Advantis vote.

How do I identify myself to vote online? How do you ensure members only vote once?
You will need to enter your member number and the last four digits of your social security number within the secure voting portal. Your member number can be found at the top of your monthly statement. In online and mobile banking, it is the first digits before the dash [ - ] on each of your deposit accounts.

This information ensures the vote is submitted accurately and that members cannot submit more than one vote. If a member accidently mails their ballot and votes online, the third-party conducting the member vote (CUBallot) has protocols in place to ensure only the first vote received is counted.

Note: If you have multiple memberships (including personal and business memberships), you may use whichever member number you prefer to vote online. The system will only count one vote per individual member (person). If your business membership represents a legal entity (corporation or LLC), you can vote on behalf of your personal membership and the legal entity. Memberships opened for legal entities are considered separate for voting purposes. The member numbers and TINs for each should be utilized when voting online.

How is the voting site secure and is member data protected?
We have partnered only with CUBallot, a trusted third-party company, and they use limited member data to confirm your identity when you log into the voting portal. They have multiple security protocols in place as part of their voting portal and will not share your data with any other parties. All member data will be securely destroyed following the conclusion of the member vote.

What if I don't vote?
Voting is completely optional. A non-vote is not a 'yes' vote or a 'no' vote. Only votes received (by mail or online) will be counted.

Can I vote if I join Advantis during the voting period?
No. Only those who were Advantis members on or before July 31, 2024, are eligible to vote.

Is voting anonymous?
No one from either Advantis Credit Union or Rivermark Community Credit Union will see any cast ballots. However, the third-party company tallying the votes (CUBallot) will have access to limited member data in order to verify member voting eligibility, conduct a secure voting process, and to tally and certify the final vote.

When is the special member meeting?
The special member meeting will be held on September 23, 2024. This will be a virtual meeting, and you will need to register here to receive the meeting invitation link.

Do I need to attend the special meeting in order to vote?
No. You may vote online any time at www.advantiscu.org/mergervote or by mailing the paper ballot you received (only those without an email address on file will receive a paper ballot). You’re welcome to join the virtual special member meeting, but attendance is not required in order to vote.

When will the voting results be announced?
We’ll share the results at the conclusion of the special member meeting on September 23, 2024, and shortly after with a press release, member notifications, and other appropriate channels.

Because final results will be tabulated and shared at this meeting, ballots received after the special meeting will not be counted.

What if I have additional questions about the merger or the voting process?