Custody Safekeeping

Custody safekeeping functionality consists of:

  • Deposits
  • Withdrawals
  • Transfers for Re-registration and Denomination Breakdowns
  • Location Moves for Voluntary and Mandatory Reorganizations
  • Inquiry 



Deposits

Making a Multiple Certificate Deposit

This video explains tips for quickly entering multiple certificates under a single deposit. For comprehensive details about how to make a deposit, watch Making a Single Certificate Deposit.

 Making A Multiple Certificate Deposit webcast provides information about the topics below. The total legnth is 6:26 minutes. 

  • Overview 0:00 to 1:05
  • Navigating to Custody Deposits 1:06
  • Sequential Certificates in Same Denomination Example 2:14
  • Inquiry Results 4:47
  • Summary of Multiple Certificate Deposit 5:41

 

 

 

 


Withdrawals

Making a Custody Withdrawal

This video explains how to withdraw Custody securities using the PBS system and  provides information about the topics below. The total length is 8:31 minutes. 

  • Overview 0:00 to 1:09

  • Navigating to Custody Withdrawal 1:10

  • Selecting the Deposit to Withdraw 2:10

  • Withdraw and Ship Example 2:59

  • Withdraw and Pick Up Example  4:54

  • Partial Withdrawal Example 5:59

  • Inquiry Results 7:03

  • Summary of Custody Withdrawals 8:06

 

 

 


Transfers

Making a Custody Transfer

This video explains how to transfer Custody securities using the PBS system and  provides information about the topics below. The total length is 10:44 minutes. 

  • Overview 0:00 to 1:35

  • Navigation to Custody Transfer 1:36

  • Selecting a Deposit to Transfer 2:35

  • Re-register Certificates Example 3:21

  • Denomination Breakdown Example 5:56

  • Partial Transfer Example 7:11

  • Transfer from Custody to DTC Free 7:53

  • Inquiry Results 9:21

  • Summary of Custody Transfers 10:11

 

 

 


Inquiry

Making a Custody Inquiry

This video explains how to inquire on Custody activity in the PBS system and  provides information about the topics below. The total length is 5:32 minutes. 

  • Inquiry Overview 0:00 to 1:00
  • Navigating to Custody Inquiry 1:02
  • Example of Multiple Certificate Deposit Inquiry 1:59
  • Entering Search Criteria 2:21
  • Viewing Inquiry Results 3:24
  • Viewing Certificate Information 3:50
  • Viewing Deposit Details 4:29
  • Summary of Inquiry Steps 4:56