How do I elect into a corporate action for all my clients?

1. From the Adviser Dashboard, navigate to Adviser Home in the vertical menu and click Corporate Actions.

2. On the horizontal menu you will land on Elective. Select the specific Corporate Action you wish to view. You will find all the details relating to this Corporate Action once clicking on it.

3. Selecting Portfolio affected will allow you to see all the clients that are eligible to Elect into the Corporate Action. 

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