Corporate Actions

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.

1. Locate the client via the Quick search. 
2. Navigate to Corporate Actions under Account.
3. Click the Elective heading in the horizontal menu.
4. Select the specific Corporate Action you wish to view. Once you expand the Corporate Action, you will be able to view the details relevant to this Corporate Action.
5. You will have the choice of whether to Elect your client.

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

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

2. 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. 

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

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

1. Click the View historical heading in the horizontal menu. All past Corporate Actions will appear. You have the ability to filter your search using the Search Criteria.