The Corporate Actions Web enables clients to manage the lifecycle of corporate action events by searching for corporate action event announcements, submitting instructions, and viewing entitlements and allocations using various dashboard overviews. Here you'll find learning content specific to CA Web such as user guides, help files, eLearning, FAQs and other supporting documentation. Be sure you login and utilize the Resources tab at the top of this page to access content related to:

• CA Web Announcements - including
  • viewing announcements,
  • the CA Web Distributions tab,
  • the CA Web Redemptions tab,
  • the CA Web Reorganizations tab,
  • Record Detail, and
  • Event and Sub-Event Types 
• CA Web Search
• CA Web Settlement Information - including 
  • the CA Web Security Position Tab, and
  • the CA Web Settlement Activity Tab
• CA Web U.S. Tax Information

Note: For information about Distributions, Redemptions and Reorg functionality in CA Web, be sure to access those areas within the Corporate Actions Processing section of the Learning Center.

Recommended Resources

• pdf CA Web User Guide (20.65 MB)  
  The CA Web User Guide compiles the contents of the CA Web Help, including information for Distributions and Redemptions and thoroughly explains the CA Web interface and functionality. This is where you'll find the latest and most up-to-date information about CA Web and we recommend it as both the place to start and as a comprehensive learning solution.
• pdf Provisioning Access and Roles to CA Web Users (658 KB)
  This guide for Super Access Coordinators/Access Coordinators describes how to create a CRS profile, how to provide the profile with access, and what the possible roles are in CA Web.

We recommend you begin by reviewing the CA Web User Guide as it explains all aspects of the Corporate Actions Web system.