Upcoming Events

Course description:

This training session is designed to review, reinforce and upgrade users' existing knowledge of the ALERT platform. Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating helpful reports. By the end of the training course, ALERT Sell Side Clients will be able to apply their knowledge of the application to effectively manage their settlement instructions and ensure that ALERT data are updated and accurate.

Learning objectives:

- Create and maintain your own SSI data

- Ensure that settlement data are updated and aligned with Market Best Practice Guidelines

- View your buy-side clients' settlement instructions in ALERT

Course description:

This training session is designed to review, reinforce and upgrade users' existing knowledge of the ALERT platform. Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating helpful reports. By the end of the training course, ALERT Buy Side Clients will be able to apply their knowledge of the application to effectively manage their settlement instructions and ensure that ALERT data are updated and accurate.

Learning objectives:

- Create and maintain your own SSI data

- Grant sell-side clients access to view settlement instructions and understand how to view theirs

- Generate different reports to facilitate your use of ALERT

- Ensure that settlement data are updated and aligned with Market Best Practice Guidelines

Course Description:

This webinar will serve as a comprehensive introduction to the DTC Settlement process, including the requirements for becoming a DTC member. It will delve into the intricacies of the daily transactional settlement process and the systems that support it and will offer valuable insights into the high-level overview of settling Participant accounts, facilitated through Settling Banks and the Federal Reserve Bank of New York. Moreover, we will cover the essential risk management measures that DTC has in place, specifically focusing on collateral, and how it plays a crucial role in managing risk for its clients and the industry. This session will be highly beneficial for anyone interested in understanding the DTC Settlement process better.

Learning Objectives:

• Analyze member requirements
• Identify essential components of DTC’s end-of-day settlement process
• Distinguish between the features of manual transactions
• Define systems supporting settlement transactions
• Recognize the characteristics of Risk Management Controls

Course Description:

This webinar will serve as an introduction to Settlement Web, a browser-based primary web user interface for settlement activity at DTCC where clients can monitor their settlement activity in real-time and oversee their transactions. During the webinar, we will walk you through the main features of Settlement Web including how to submit settlement transactions, manage security positions, and monitor risk management controls. Additionally, we will show you how to access detailed information regarding your activity, position balances, and settlement statements. This webinar offers an opportunity to familiarize yourself with the capabilities of Settlement Web and enhance your overall DTCC settlement knowledge.

Learning Objectives:

• Manage your security position balances
• Manually input transactions
• Read your participant account statement
• Monitor risk management controls

Course description:

As a Product Administrator you are responsible for authorizing, administering, monitoring, and revoking access privileges where appropriate. During this session, you will learn how to add new, modify existing, and remove Product and Data Authentication Administrators and Users.

Learning objectives:

By the end of this session, you should be able to:

• Navigate the Manage My Services page
• Efficiently manage your Product and Data Authentication Administrators and users, providing them access to the MyDTCC Portal and the roles needed for ITP Products and Services
• Use additional Manage My Services functionality

Generate Reports

Check Transaction History

Password Reset for Users and Administrators