Corporate Actions Center
When market situations such as the split or reclassification of a security occur, check here for help in handling it. Although we cannot create instructions for every corporate action, as a courtesy to our clients, we research publicly available sources about corporate actions to develop step-by-step instructions for any action affecting widely-held securities—ones held by at least five percent of advisor accounts custodied at Schwab.
Important: We do our best to post step-by-step instructions within one business day of the action. If we are working on an action but are unable to gather all data before the action occurs, look for the "Coming Soon" tag to indicate that instructions are being developed.
Step-by-Step Instructions to Manage Corporate Actions
Corporate Action Resource Center
While we do our best to provide step-by-step instructions for corporate actions that are likely to impact the majority of our clients, we cannot provide information for all activities. If you need information about a corporate action that is not listed above, use the documents below to guide you through the research and entry process. These documents provide you with information you need from identifying corporate action transactions in your interface to researching corporate actions from publicly available sources as well as instructions for entering them in PortfolioCenter.