The following training information is available to users of the new underwriting system for submission of eligibility requirements for Municipal securities including: Municipal Notes, Bonds, VRDOs, and Other Tax Exempt issues, Equity securities including: American Depositary Receipts, Closed End Funds, Common and Preferred Stock, Equity Derivatives, Limited Partnerships, and Debt securities including: Corporate Bonds and VRDOs, Asset Backed Securities, Collateralized Mortgage Obligations, Government Securities, Debt Derivatives, and Retail Certificates of Deposit:

• UW SOURCE User Guide (zip)
• Self paced learning simulations
  • Municipal
  • Equity
  • Debt
  • CD (will be available in September 2010)
• Instructor led Webinar sessions

E-learning Resources

To access our underwriting simulations, please follow the instructions below:

Click on the URL: DTCC Learning Simulations

1. On the Login Page, login with your Email Address (lower case) and the Password "welcome" (lower case).
2. Select a simulation and click on "Launch".
3. On the course information click "submit" to register for the simulation.

Note: If you do not already have an account, click on the "New User" link to register.

To register for E-Learning Webinars:

New Users can click here and click on Register (New User). After creating an elearning account, users can register for the Underwriting (UW) Source Webinars, by accessing DTCC Learning Registration.

1. On the Login page, type your e-mail address (lower case) and the password welcome (lower case).
2. On the Training Calendar page, select one of the following sessions:
   
   

   Webinar Type	Webinar Date	Start Time	End Time
   Corporate Debt (No CDs)	September 2, 2010	12:00 noon ET	01:00 p.m. ET
   Corporate Debt (No CDs)	September 7, 2010	12:00 noon ET	01:00 p.m. ET
   CD Webinars	September 9, 2010	12:00 noon ET	01:00 p.m. ET
   Corporate Debt (No CDs)	September 14, 2010	12:00 noon ET	01:00 p.m. ET
   CD Webinars	September 16, 2010	12:00 noon ET	01:00 p.m. ET
   Corporate Debt (No CDs)	September 21, 2010	12:00 noon ET	01:00 p.m. ET
   CD Webinars	September 23, 2010	12:00 noon ET	01:00 p.m. ET
   Corporate Debt (No CDs)	September 28, 2010	12:00 noon ET	01:00 p.m. ET
   CD Webinars	September 30, 2010	12:00 noon ET	01:00 p.m. ET

   
   
   
3. On the Learning Event Information page, select a UW Source session and click on Register.
4. On the Training Calendar page "The Transaction was Successfully Processed" will appear, confirming your registration.
5. To join the event, click on Inbox in the toolbar, then click on the link in the To Do List, or click on the link in your registration confirmation e-mail.

For more information or if you need assistance, contact:
DTCC Learning
Training Coordinator
Depository Trust & Clearing Corporation
training_administrator@dtcc.com
(888) 258-6393