IVDB - Inquiring about an Issue

The following procedure applies to both TAs and sponsors. Use the following procedure to inquire about an issue in the Standing Instructions Database.

  1. On the Corporate Action Services menu, under Investors Voluntary Redemption & Sales Services section, select IVORS Settlement Details for Agents & Sponsors.
      1. If prompted, type your user ID and password and click Submit.
      1. The IVORS Settlement Details for Agents and Sponsors page appears.
  2. Type information in the following fields:
      1. Screen#: Type 9
      1. Starting CUSIP Number: Type a beginning CUSIP number (optional) .
  3. Click Submit.
      1. The Select One Record to Inquire Into page appears.
  4. Type S to the left of the desired CUSIP number and click Submit.  
      1.  The Inquire into CUSIP page appears.

    Note

    You can enter the same number in the Sponsor Number and TA's Participant Number fields.