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 provide step-by-step instructions for any action affecting widely-held securities—ones held by at least five percent of advisor accounts custodied at Schwab.

For more information on how to process corporate actions when instructions are not posted, download our Corporate Actions Best Practices Guide and read our FAQs

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