User Guide Sections 051 Through 060
User Guide 051
Page Title: History > Account History
What you can do on this page:
This page displays a summary of all transactions associated with changes to personal, banking, or account information. To view details of the transaction, choose a transaction and click "Select."
Primary Actions
- Choose the radio button for a transaction and click "Select" to go to History > Account History > Detail.
- Click "Cancel" to return to the previous page.
User Guide 052
Page Title: History > Account History > Detail
What you can do on this page:
The Account History > Detail page displays more specific information about changes made to personal, banking, or account information. Updated information is outlined in a red box with corresponding previous entries displayed under Information Prior to Change.
Primary Actions
- Click "Return" to go back to your previous page.
User Guide 052J
Page Title: History > Account History > Detail
What you can do on this page:
The Account History > Detail page displays more specific information about changes made to personal, banking, or account information. Updated information is outlined in a red box with corresponding previous entries displayed under Information Prior to Change.
Primary Actions
- Click "Return" to go back to your previous page.
User Guide 055
Page Title: ManageDirect® > Edit Security Registration > Summary
What you can do on this page:
This page provides you with a listing of issued securities for the security type selected. After selecting up to 50 securities, you may view their details and edit the securities to the same registration.
HELPFUL HINT
Gift securities are not included in this listing.
Primary Actions
- Choose a security or securities from the listing and click "Select" to view details.
- Click "Cancel" to return to ManageDirect > Edit Security Registration
User Guide 056
Page Title: ManageDirect® > Edit Security Registration > Detail
What you can do on this page:
On this page, you may view details about a non-gift security or securities, and edit the security registrations. To add a registration, select the Add New Registration button. Once a registration has been entered, the drop-down list is immediately updated. You may then choose the desired registration for your securities.
If you change the registration on a security for which you have granted View or Transact rights, the registration change will automatically remove the previously granted rights. The grantee will be sent an e-mail stating that you removed the View or Transact Rights.
HELPFUL HINT
If you add a registration that doesn't list your name as the first-named registrant, the registration won't appear in the drop-down list.
Primary Actions
- Select a new registration from the drop-down list and click "Submit" to change the registration and return to your previous page.
- Click "Modify Selection" to modify the listing of bonds you selected for a registration change.
- Click "Cancel" to return to your previous page.
User Guide 058
Page Title: Current Holdings > Pending Transactions > Delete Schedule
What you can do on this page:
If you have chosen to delete a pending purchase and it is part of a repeat purchase schedule, you may:
- Delete just this purchase.
- Delete the remaining purchases in the repeat purchase schedule.
Primary Actions
- Choose the radio button for "Delete just this purchase" and click "Select" to delete the single transaction and return to an updated Summary List or Calendar.
- Choose the radio button for "Delete the remaining purchases in the repeat purchase schedule" and click "Select" to delete the remaining transactions in the schedule and return to an updated Summary List or Calendar.
- Click "Cancel" to return to Current Holdings > Pending Transactions > Detail.
User Guide 060
Page Title: ManageDirect® > Change Password
What you can do on this page
You can change your password and password reminder. The guidelines for creating a password and password reminder are the same as when you opened your account.
- Your password must be a minimum of twelve (12) characters without spaces.
- Your password is NOT case-sensitive.
- Your password may contain any or all of these elements: letters, numbers, special characters excluding: < \ > - % ‘ / ".
- You should avoid significant or meaningful numbers, names, or dates.
- The actual password may not be used as the password reminder.
Primary Actions
- Click "Submit" to process your password information and proceed to ManageDirect with a notification that your password has changed.
- Click "Cancel" to return to ManageDirect.