User Guide Sections 041 Through 050
User Guide 041
Page Title: Current Holdings > Pending Transactions > Calendar Summary
What you can do on this page:
When you choose to view pending transactions in calendar mode, you may have multiple purchases and/or reinvestments scheduled for the same date. Should this occur, the calendar summary will list that date's transactions and allow you to select a radio button for one to view the detailed information. You will only use this screen when more than one purchase and/or reinvestment is scheduled for a single date.
Securities scheduled for reinvestment will display within 8 weeks prior to maturity.
Primary Actions
- Choose the radio button for a pending transaction and click "Submit" to view the details of that transaction.
- Click "Cancel" to return to Current Holdings > Pending Transactions > Calendar.
User Guide 042
Page Title: Current Holdings > Pending Transactions > Summary List
What you can do on this page:
You can view your pending purchases and reinvestments in date order. Securities scheduled for reinvestment will display within 8 weeks prior to maturity. Choose the respective radio button and click "Submit" to view more detailed information about each transaction.
To cancel a pending purchase or a purchase schedule, select the transaction (or one of the transactions in a savings bond schedule) you want to cancel. If you select one transaction in a savings bond schedule, after indicating that you are sure you want to delete the transaction, you will also be given the opportunity to delete the entire schedule.
Primary Actions
- Choose the radio button for a pending transaction and click "Submit" to view the details of that transaction.
- Click "Cancel" to return to Current Holdings > Pending Transactions.
User Guide 043
Page Title: Current Holdings > Pending Transactions > Delete
What you can do on this page:
If you selected the delete option from the Pending Transactions Detail page , you are prompted to confirm this action. The same information from the previous page will be displayed, with the addition of the question: "Are you sure you want to delete this transaction?" You may delete a pending transaction in Current Holdings prior to our scheduled processing time.
Primary Actions
- Click "Yes" to:
- delete a single purchase and return to an updated summary list or calendar.
- define your request, if your transaction is part of a repeat purchase schedule.
- Click "No" to return to Current Holdings > Pending Transactions > Detail.
User Guide 048
Page Title: History
What you can do on this page:
This is your starting point to access records associated with your account and securities. You can view:
- Security History -transaction records about your individual securities, such as registration changes and purchases.
- Payment History -transaction records about your maturity and interest payments (if applicable) for Treasury Marketable Securities.
- C of I History -transaction records about your Zero-Percent C of I and Payroll Zero-Percent C of I, such as purchases and redemptions.
- Rights History -transaction records about the View/Transact rights on your securities.
- Account History -transaction records about changes made to your personal and bank information.
- Payroll Savings Plan History -transaction records about changes made to your Payroll Savings Plan.
Primary Actions
- Click "Security History" to go to a summary of your security transactions.
- Click "Payment History" to go to a summary of your payments.
- Click "C of I History" to go to a summary of your Zero-Percent C of I and Payroll Zero-Percent C of I transactions.
- Click "Rights History" to go to a summary of your transaction records for View/Transact rights.
- Click "Account History" to go to a summary of your personal and banking information changes.
- Click "Payroll Savings Plan History" to go to a summary of your Payroll Savings Plan changes.
User Guide 048A
Page Title: History
What you can do on this page:
This is your starting point to access records associated with your account and securities. You can view:
- Security History -transaction records about your individual securities, such as registration changes and purchases.
- Payment History -transaction records about your maturity and interest payments (if applicable) for Treasury Marketable Securities.
- C of I History -transaction records about your Zero-Percent C of I, such as deposits and withdrawals.
- Account History -transaction records about changes made to your personal and bank information.
Primary Actions
- Click "Security History" to go to a summary of your security transactions.
- Click "Payment History" to go to a summary of your payments.
- Click "C of I History" to go to a summary of your Zero-Percent C of I transactions.
- Click "Account History" to go to a summary of your personal and banking information changes.
User Guide 049
Page Title: History > Security History
What you can do on this page:
You can view a summary of your transaction records for every security in your account. For details about a particular transaction, choose the radio button next to the one you wish to view and click "Submit".
Primary Actions
- Choose the radio button for a security and click "Submit" to view the details of that security.
- Click "Cancel" to return to your previous page.
User Guide 050
Page Title: History > Security History > Detail
What you can do on this page:
You can view specific details about each security as well as the transaction details. For some transactions, the security history detail is displayed highlighting the changes made to the security, as well as the information prior to the change.
Primary Actions
- Click "Return" to go back to the previous page.