How do I view non-elective corporate actions for all my clients?

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

2. Click the View pending non-elective heading in the horizontal menu. 

3. Select the specific Corporate Action you wish to view. Once you expand the Corporate Action, you will be able to view the details and the Portfolio affected. 

Non-elective corporate actions can include dividends and corporate actions for a managed portfolio where the Investment manager makes this decision. 

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