How to elect Corporate Actions
Conveniently view and submit Corporate Action elections with J.P. Morgan Online℠ or the J.P. Morgan Mobile® app.¹
Here’s how to get started:
- Sign in to JPMorganOnline.com
- On the Accounts page, under the Overview tab, select “Action center”
- Note: This is located in the “Connect with J.P. Morgan Online” tile beside “Open actions”
- Select a “Task” from the list of available events
- Start the process by selecting “Complete Now”
- Review the offer terms and documentations and select “Next”
- The possible options are shown in View Election Options
- Select “Next” to Elect Shares
- Select the “Quick Election” drop-down to elect and click to Edit the number of shares if not electing for the entire share amount
- Note: Where applicable, Beneficial Owner information is required
- For stock cash option / future dividend events, you can select “Standing Instructions” to complete and submit your choice for these future events
- You can select “Clear” or “Back” to start over or go back to review your choices or select ‘’Next’’ to continue
- Review your elections
- Select “Submit”
- All submitted completed corporate actions can be reviewed by selecting “Statements & documents” tab and selecting Shareholder Materials
- For any shares not elected by the deadline the default option as determined by the Issuer will be applied.
- Sign in to the J.P. Morgan Mobile app
- Tap on the “Action Center” tile available on the bottom of the homepage
- Select a “Task” from the list of available events
- Start the process by selecting “Complete Now”
- Review the offer terms and documentation and select “Next”
- The possible options are shown in View Election Options
- Select “Next” to Elect Shares
- Select the “Quick Election” drop-down to elect your option choice and click to Edit the number of shares if not electing for the entire share amount
- Note: Where applicable, Beneficial Owner information is required
- For stock cash option / future dividend events, you can select “Standing Instructions” to complete and submit your choice for these future events
- You can select “Clear” or “Back” to start over or go back to review your choices or select ‘’Next’’ to continue
- Review your elections
- Select “Submit”
- All submitted completed corporate actions can be reviewed by selecting “Statements & documents” tab and selecting Shareholder Materials
- For any shares not elected by the deadline the default option as determined by the Issuer will be applied.
Frequently Asked Questions
You should directly contact the corporation with any questions related to election options. Your J.P. Morgan team can’t provide advice on election options.
Certain corporate action events require clients to have a certain status, e.g., a Qualified Institutional Buyer (QIB) or to submit additional forms and documents to be eligible to participate in the event. Clients must ensure they meet the qualification standards to participate in each event as described in the corporate action offer terms.
1You can download a J.P. Morgan Mobile® app from the App Store or Google Play. App Store is a trademark of Apple Inc., registered in the United States and other countries. Android and Google Play are trademarks of Google Inc. Use of these trademarks is subject to Google Permissions. J.P. Morgan Mobile® app is available for select mobile devices. Message and data rates may apply.
Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.
