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, Insured Custodial Receipts and Other Tax Exempt issues; Equity securities including: American Depository Receipts, Depository Shares, Exchange Traded Funds, Closed End Funds, Common and Preferred Stock, Equity Derivatives, Limited Partnerships, Rights, Warrants, Equity Units, and Unit Investment Trusts; and Debt securities including: Corporate Bonds and VRDOs, Asset Backed Securities, Collateralized Mortgage Obligations, Government Securities, Debt Derivatives, Debt Units, Corporate Insured Custodial Receipts and Retail Certificates of Deposit:

• UW SOURCE User Guide (zip)
• Self paced learning simulations
  • Municipal
  • Equity
  • Debt
  • CD
• 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 Date	Start Time	End Time
   	September 14, 2011	12:00 noon ET	01:00 p.m. ET
   	September 16, 2011	12:00 noon ET	01:00 p.m. ET
   	September 19, 2011	12:00 noon ET	01:00 p.m. ET
   	September 21, 2011	12:00 noon ET	01:00 p.m. ET
   	September 26, 2011	12:00 noon ET	01:00 p.m. ET
   	September 29, 2011	12:00 noon ET	01:00 p.m. ET
   	October 3, 2011	12:00 noon ET	01:00 p.m. ET
   	October 5, 2011	12:00 noon ET	01:00 p.m. ET
   	October 10, 2011	12:00 noon ET	01:00 p.m. ET
   	October 12, 2011	12:00 noon ET	01:00 p.m. ET
   	October 17, 2011	12:00 noon ET	01:00 p.m. ET
   	October 19, 2011	12:00 noon ET	01:00 p.m. ET
   	October 24, 2011	12:00 noon ET	01:00 p.m. ET
   	October 26, 2011	12:00 noon ET	01:00 p.m. ET
   	October 31, 2011	12:00 noon ET	01:00 p.m. ET
   	November 2, 2011	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