ICSM - To Browse Invitations Sent To You

Use the following procedure to browse invitations sent to you.

  1. On the Corporate Action Services menu, under the Instructions and Inquiries section, select Invitation to Cover Short Positions.

    If prompted, type your user ID and password and click Submit.

    The Invitation To Cover Short Positions Request page appears.

    Note

    There are two versions of the Invitation To Cover Short Positions application:

    "Request" allows access to options 1 - 5, allowing you to create and browse invitations.

    "Menu" allows access to options 2 - 5 only, allowing you to browse invitations.

  2. Type "4" and click Submit to obtain the Invitations Received page.

  3. Enter a starting CUSIP number to narrow the range of information viewed.

  4. Click Submit to obtain the Invitations Received page displaying the appropriate information.

  5. To View Detail Request Information, enter "S" in the S(elect) field to the left of the CUSIP number(s) for which detail information is desired and click Submit to process or click Select All to view detail information for all currently displayed CUSIP numbers.

    Note

    The Invitations Received (Detail) page appears, displaying the appropriate information.