How do I manage Voluntary Corporate Actions?

ACCESS CORPORATE ACTION MANAGER

IBKR provides information to account holders on upcoming voluntary corporate actions within Client Portal. If you have been sent a notification regarding an open voluntary corporate action, use the button above or follow the below procedure to submit your election in the Corporate Action Manager:

  1. Log in to Client Portal.
  2. Click the Help menu (question mark icon in the top right corner) followed by Support Center.
  3. Scroll down and select Corporate Actions Manager.
  4. Click on Allocate, review the terms of the offer and enter your election request.
  5. Once done, click Save to submit your election.

Additional Information

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