Services for Financial Advisors

CNB corporate action team process

  • Step 1:

    Prior to the event CNB communicates with the company and reconciles share positions

  • Step 2:

    CNB researches company filings to determine expected outcomes.

  • Step 3:

    Communication is sent from CNB to financial advisors outlining published details of the transaction and process for holding, buying, selling, or transferring publicly traded stock.

  • Step 4:

    CNB notifies financial advisors when the transaction is complete and the cash and/or new shares are available.

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"The turnaround time at Community National Bank is fantastic. We can expect when they receive a large stack of paperwork from us in the afternoon that it will be processed correctly and out the door the next day. As far as getting our clients' money invested in a timely matter, Community National Bank is the IRA Custodian to turn to."-W. Parker, Titan Securities
"Community National Bank always has a live person answering the phone which makes it easier for me to get my questions answered quickly without long hold-times."-G. Pierce, Garry Pierce Financial Services