Use the button above or follow the below procedure to access pending items in Client Portal:
- Log in to Client Portal.
- Click the Notifications (bell) icon in the top right corner. The number on the icon shows you how many total unread notifications you have.
- A drop-down menu will open showing your Pending Items, Corporate Actions and Messages.
- Click Pending Items.
- You can open and view any pending item to see the details of the item. Click the View button for the pending item you want to view.
Additional Information
- Pending Items in our Client Portal Users' Guide.