Managing your account
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Account management
- Can I change my account name?
- Can I give someone else access to my account?
- Can I open a sub-account in another currency?
- Customer Knowledge Assessment / Customer Account Review (“CKA/CAR”)
- Do I need to open a new account to invest in a managed portfolio?
- How do I close my account?
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Corporate actions
- Dividends and other corporate actions
- Shareholder (or Proxy) voting
- What are "upcoming," "active" and "past" corporate actions?
- How to set up instructions to receive dividends as cash or securities?
- When are dividends in extra shares credited to my account?
- What are corporate actions accruals?