StandingInstruction

A Standing instruction is a rule that defines how an election should be automatically performed. Standing instruction only apply to Corporate action event of type DRIP or DVOP. A standing instruction can specify that for positions in an account on a specific instrument, whenever a voluntary event occurs of type DRIP or DVOP, an election should automatically be made for either Cash or Securities.

  • Name Type Description
    AccountDisplayName String Account display name
    AccountId String The attain key of the account that this standing instruction applies to.
    AssetType AssetType Asset Type
    ClientId String Client Identifier
    CreatedDate Date Creation Date for Standing Instruction
    DisplayAndFormat InstrumentDisplayAndFormat Instrument Details
    OptionType OptionType The type of option to automatically elect. Must be either SECU or CASH.
    StandingInstructionId String Standing instruction Id
    Uic Integer The instrument that this standing instruction applies to.