Corporate Action Manager

Instructions

This tool allows you to review information on upcoming corporation actions relating to positions held in the account. This will include both mandatory and voluntary action types. This tool will also allow you to submit elections to IBKR for voluntary offers.

To access the Corporate Action Manager from Client Portal

  1. Click Help > Support Center then click Corporate Action Manager.

    The corporate action manager panel in advisor portal.

 

Additional Resources

Learn About the Support Center at IBKR Campus

Learn About the Advisor Portal Interface at IBKR Campus

Visit the IBKR Advisor Portal Website

Navigate to Corporate Actions Manager