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How to Handle Stock Splits

  1. Go to this page.
  2. For the Symbol fields:
    • Include the exchange prefix
      Example: Use USX:APPL instead of just AAPL.
    • If there is no change in Symbol, then type in the same symbol for both Symbol (Old) and Symbol (New) fields.
  3. For the Stock Split Ratio fields:
    • Enter the ratios according to how it is split
      Example: If it is a 1:5 stock split, Stock Split Ratio (Old) is 1. Stock Split Ratio (New) is 5.
  4. Click on Split and you are done.

The above would create two transactions for you. A sell transaction to sell the shares you own before the stock split, and a buy transaction to purchase the shares after the stock split.


Updated on 11 August 2021

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