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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. Enter the date of the stock split
  5. 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 9 November 2021

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