If a corporate action allows clients to choose between receiving a cash dividend or a stock dividend, the election will normally be available through the Client Portal. Clients can log in to the Client Portal, go to Help > Message Center, and select Corporate Actions to review any available election messages. If an election is available, clients can open the relevant message and submit their choice before the applicable deadline. To track dividends, clients can generate an activity statement or custom report from the Reports section of the Client Portal. Dividend information may appear in sections such as Dividend Accruals, Open Dividend Accruals, Cash Report or Activity Summary, depending on the report type and status of the dividend. Corporate action elections are subject to issuer terms, market deadlines, account eligibility and availability in the Client Portal.
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