Services

  • Elections

    Endpoints for election instructions
  • Events

    Endpoints for corporate action events
  • Holdings

    Endpoints for client holdings
  • Proxy Voting

    Get proxy voting events or subscribe for proxy voting
  • 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.