API status

Corporate Actions

In this section you will find all the information and instructions you need in context with corporate actions to be able to work with the Investment API.

  • Overview

    Upvest facilitates the end-to-end handling of the full corporate actions (CAs) lifecycle, including the (pre-)notification, the processing and the cash and securities settlements of corporate actions.

  • Corporate action notifications

    This guide describes how notifications of corporate actions are implemented so that you and your users are fully informed about upcoming corporate actions and their impact on users' investments.

  • Corporate action processing

    This section describes the processing of corporate actions and what exactly it implies for clients.

  • Implementing Steps

    Learn how to implement corporate actions steps with the Investment API.