Corporate Actions

Corporate Actions include a variety of events that impact shareholders, like dividends, stock splits, and voting opportunities. The processing of these events are automated across all DriveWealth accounts, though the impact each has on a client differs. Corporate Actions generally create both Transaction objects as well as a variety of different account-related Events.

📘

Full Guide Available

Visit 🔒 the Corporate Action guide for extensive detail on the types of Actions, how they impact holdings, and how you can be prepared for them prior to launch.

Types of Corporate Actions

Name

Link to Section

Stock Splits

Stock Splits

Symbol Change

Symbol Change

Mergers and Acquisitions

Mergers and Acquisitions

Voluntary Tender Offers

Voluntary Tender Offer

Involuntary Tender Offers

Involuntary Tender Offer

Dividends and Distributions

Dividends

Going Private

Going Private

Spin-Off