View Corporate Actions

You can view and participate in corporate actions in the Message Center.

You can view notification of all upcoming corporate actions that may affect you, based on the positions you hold. 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.

  1. Click the Help icon on the top right of the screen and select Support Center > Message Center.

  2. Click Inbox on the left to expand it.

  3. Select Corporate Actions. The list of messages updates to display available corporate actions.
  4. Click the View icon to display details and a full description of the corporate action.
  5. Click the Edit icon to open the Voluntary Corporate Action (CA) Election tool, which lets you submit instructions on voluntary corporate actions during an open election period. You can also access Corporate Actions using the Corporate Action Tool, available on the Client Service Tools page.