As soon as a corporate action is pending, we’ll provide you with all the necessary information in your profile.
You have two ways to give us your instructions:
- In-App: Right now, you can use the app for most dividend options, with more features coming soon.
- Instruction Form: You can also fill out an instruction form, available in your profile.
Please complete the instruction form and send it back to us as a PDF by the specified date. This will allow us to process your instructions promptly.