OpenAPI

Corporate Actions

The Corporate Actions service group provides end points for getting voluntary/mandatory events, electing on events, & setting standing instructions for future events.

Note:
This service is subject to special licensing agreements and not generally available to all OpenAPI applications.

Services

Elections

Endpoints for election instructions
Events

Find Corporate action voluntary events.
Holdings

Endpoints for client holdings
Proxy Voting

Endpoints for proxy voting instructions
Standing Instructions

A Standing instruction is a rule that defines how an election should be applied automatically. Standing instructions only applicable to event types Dividend Reinvestment (DRIP) and Dividend Option (DVOP) and option types Cash or Securities. A standing instruction specifies that whenever voluntary event of type DRIP or DVOP occurs, an election should be made automatically for either Cash or Securities option for account(s) and instrument(s) specified in the instruction.