Training Information for UW SOURCE

The following training information is available to users of the underwriting system, UW SOURCE, 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:

E-learning Resources

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

Click on the URL: DTCC Learning Simulations

  1. Login to DTCC Learning and search using keyword 'Underwriting'
  2. If you do not have a login ID select 'Register (New User)' and follow instructions
  3. On the course information click "submit" to register for the simulation.

For more information or if you need assistance, contact:

DTCC Learning

Training Coordinator

Depository Trust & Clearing Corporation

training_administrator@dtcc.com (888) 258-6393