Underwriting Central (UWC) Learning Resources
UWC training resources will appear here as soon as they become available. You can Bookmark this page for easy access from "My Dashboard." Login to access all resources.
Underwriting Central Help
All information regarding setting up eCDs, MMI Programs, and Rapid Issuance offerings can be found within the UWC Online Help.
You may also access the Online Help from within the application itself.
Rapid Issuance
The DTC Underwriting team is developing the Rapid Issuance (RI) service as part of the Underwriting Transformation Initiative.
Rapid issuance is a constituent of New Issue Eligibility. As a component of the overall Underwriting Modernization Initiative, RI will enable underwriters to bring shelf offerings to market quickly as the DTC eligibility process will be performed at the base CUSIP level.
Visit the Rapid Issuance section of our Online Help to learn more.
MMIs
See the updated Quick Start Guide for the latest phase of Underwriting Central modernization which includes MMI Program creation and maintenance.
Visit the MMI section of our Online Help to learn more.
CDs
Underwriting Central: Using the UWC Dashboard
Learn about the Tiles, Display Grid Columns, Filters, and Tooltips features along with how to access UWC Online Help within the Underwriting Central application.
Time: 7 minutes
Underwriting Central: Submit to Issuer (Step 5 of the CD Creation Wizard)
This course explains how to complete step 5 of the CD Creation Wizard and submit a digital certificate to an issuer in Underwriting Central (UWC).
Time: 5 minutes
Visit the CDs section of our Online Help to learn more.
FAQs
- DocuSign Frequently Asked Questions
Are you an issuer? Use this resource to help you better understand the electronic certificate and electronic BLOR DocuSign process. - Underwriting Frequently Asked Questions
This comprehensive resource answers FAQs on a variety of topics, including those important to FAST Agents, billing, closing new issues, chills, custody, eligibility, ILOR and more. You'll always find the most recent version at the link above.