Open topic with navigation

Corporate Actions

The Corporate Actions tab displays notifications of all upcoming corporate actions that may affect your account or, for multiple account structures, for the selected account, based on the positions held in the account. This means for example, that regardless of whether you hold a stock, option, bond, or SSF position in ABC company, you will receive notification of any and all upcoming corporate actions on ABC stock. We notify you of impending actions up to three months out, and track 14 different types of voluntary and mandatory corporate actions, including dividends, forward and reverse splits, spinoffs and issuances, mergers, name/symbol changes, and a variety of tenders and offers.

If you have any notifications of corporate actions, they appear on the Corporate Actions page.

To open corporate actions

1. From any screen in Account Management, click the Notifications (bell) icon. The number on the icon shows you how many total unread notifications you have.

   A drop-down opens, showing how many unread Pending Items, Corporate Actions and Message you have.

   

2. Click Corporate Actions.

   The Corporate Actions screen opens.

3. You can open and view any corporate action to view the details of the item. Click the View button for the corporate action you want to view.
4. Click CONTINUE when you are done.