About corporate actions

Corporate actions are events that materially change a publicly traded company, so they may affect the assets held in your accounts. Making sense of a corporate action can be challenging, so we've put together resources to help you better understand how corporate actions might impact your investments.

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Types of corporate actions

Voluntary events

"Voluntary" corporate actions are events in which you can participate, or choose not to. It's entirely up to you. Keep in mind, though, that whether or not you participate, your accounts may still be affected.

Mandatory events

"Mandatory" corporate actions are initiated by the board of directors of a corporation where participation is automatic for shareholders. In a mandatory event, no direct participation is required from you. For example, in the case of optional dividends, you can choose to take a distribution in shares or cash. If you've already set a preference, that's how you'll receive them.

What should I expect?

Some events may not affect your investments very much. Others may have implications or create opportunities for you. That's why it's important to understand the details, because these events may influence a company's share price and performance.

Additional information

Visit this page for answers to some common voluntary event questions.

Need more help with corporate actions terms and definitions? Find it here.