How do I modify a previously submitted election?

Q: How do I modify a previously submitted election?

ACCESS CORPORATE ACTION MANAGER Until the IBKR stated election deadline, clients may modify their election quantities through the Corp Action Manager: Log in to Client Portal Select the Portfolio tab Select Corporate Action on the upper right corner. Navigate to the corporate action in question Enter a zero in the New Election to remove an existing submission or if you are a master user, select Remove all Allocations . Once the elections have been removed, re-enter the new values. If IBKR's election deadline has passed, clients may submit an Inquiry Ticket through the Message Center stating that they wish to withdraw their tender election. Select Account Services as the ticket category followed by Corporate Actions/Dividends . Please ensure that you specify the security in question, exact share quantity and action you wish to take. IBKR will review your request and if possible, will attempt to withdraw your tendered shares on a best efforts basis.

Question

Accepted Answer

ACCESS CORPORATE ACTION MANAGER

Until the IBKR stated election deadline, clients may modify their election quantities through the Corp Action Manager:

Log in to Client Portal
Select the Portfolio tab
Select Corporate Action on the upper right corner.
Navigate to the corporate action in question
Enter a zero in the New Election to remove an existing submission or if you are a master user, select Remove all Allocations. Once the elections have been removed, re-enter the new values.

If IBKR's election deadline has passed, clients may submit an Inquiry Ticket through the Message Center stating that they wish to withdraw their tender election. Select Account Services as the ticket category followed by Corporate Actions/Dividends. Please ensure that you specify the security in question, exact share quantity and action you wish to take. IBKR will review your request and if possible, will attempt to withdraw your tendered shares on a best efforts basis.