Allocations Overview Page: Viewing a 7 Day History

The Allocations Overview page provides you with a snapshot of your reorganizations allocations as of today. You can also look at information for the next seven business days, as well as for the past seven business days.

To view your 7 day reorganization allocation history from anywhere in CA Web:

1. Hover over Allocations on the menu bar.

   
   

   

   
   

2. Click Overview.

3. Click the Reorganizations tab.

   Note: You can also reach the Allocations Overview page from the Dashboard by clicking the Reorganizations tab, then Allocations (Today).

   
   

   




4. Click Show 7 Day History.

   The Allocations Overview – 7 Day History page appears.

   
   

   

   
   

   Notes:

• The Events column from the Allocation Overview page is replaced with a Date column on the History page. Items are listed for the last seven days, starting with the business day before this one.

• The Total Due column presents a total of the paid amounts and numbers in the columns for each date. The Total row at the bottom of this column presents a net total for the entire seven-day period.

• Dates only appear where activity has occurred on your account. If no dates appear under a heading, there have been no allocations of that type for the past seven days.

• Click Expand All to open all of the entitlement type tables and Collapse All to close all of them.

• See the Allocations Overview topic for more information about this page.

5. For Cash (USD) and MMIs, click the number in any Count column to view search results for that allocation type on the listed date.

   For Securities, click the number in any column to view search results for that allocation type on the listed date.

   
   

   




6. Click a CA ID for any search result to view that event’s Record Detail page.

   The Record Detail page displays the event summary as well as the Entitlements tab for that event.

   
   

   

   
   

7. Click the name of any option to open it.

8. For an option that displays payment information, you can click a link under its Payments heading for further information on a particular payout.

   A popup window displays the Allocation Details for that payout.

   
   

   




9. You can return to today’s listings from the Record Detail page:

• Click Return to Previous Page until you reach Allocations Overview – 7 Day History.

• On that page, click the Allocations for Today link above the table.

• You are returned to the Allocations Overview page, which displays today’s allocation information.