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Event: 'Cost Basis Reporting Service (CBRS) Webinar' Print
  Equities Clearance & Settlement
Date: Tuesday, February 28, 2012 - 12:00 - noon
Duration: 1 Hour
Contact Info:
Phone: (888)258-6393 Email: training_administrator@dtcc.com
Email: training_administrator@dtcc.com

To Register, visit:

https://dtcc.mzinga.com/app/servlet/goTo?Page=LearningEventInfo&DirectLinkID=137730

*If you are a new user, click on Register (New User) and follow the instructions. Once you are approved, you will need to register for the session below.

Note: All Webinars are displayed in Eastern Time Zone.


Webinar Description:

DTCC Learning’s Cost Basis Reporting Service (CBRS) Webinar provides users with an overview of the enhanced user interface and highlights key functionality. This course leverages extensive screenshots to detail processing specifics.  It is not a demonstration of the live system.

-Login to CBRS via the DTCC Customer Portal
-Create various transactions records
- Interact with pending transactions
- Send batch data 
- Review summary batch data
- Perform transaction inquiries
- View CBRS output files
- Enter firm request/reject asset records

This webinar does not cover CBRS record layouts.For additional user documentation, including DTCC Learning’s CBRS Record Layout Webcast, please refer to the Clearance Services Learning Center. (http://dtcclearning.com/learning/clearance)



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