Underwriting Central (UWC)

Underwriting Central (UWC) Learning Resources

UWC training resources will appear here as soon as they become available. You can Bookmark this page for easy access from "My Dashboard." Login to access all resources.

Underwriting Central Phase 3 for MMIs

• See the new Quick Start Guide for the latest phase of Underwriting Central modernization which includes MMI Program creation and maintenance.
  
  
  Check back for updates as development progresses.
    

Underwriting Central  Phase 1  for CDs

• Underwriting Central: Using the UWC Dashboard
  
  Learn about the Tiles, Display Grid Columns, Filters, and Tooltips features along with how to access UWC Online Help within the Underwriting Central application. 
  Time: 7 minutes
  
  
• Underwriting Central: Submit to Issuer (Step 5 of the CD Creation Wizard)
  
  
  This course explains how to complete step 5 of the CD Creation Wizard and submit a digital certificate to an issuer in Underwriting Central (UWC).
  Time: 5 minutes
  
  
• Underwriting Central Help
  After Logging in, view the Underwriting Central online help, which is also available from the application. Learn more about the fields and processes.

• Underwriting Central - Quick Guide to Features and Upcoming Functionality
  Learn about the current scope of the UWC initiative, the application Dashboard, creating an offering, viewing an audit trail, special events and more! Be sure to check back often to get the most up-to-date version of the UWC Quick Guide.

FAQs

• DocuSign Frequently Asked Questions
  Are you an issuer? Use this resource to help you better understand the electronic certificate and electronic BLOR DocuSign process.
• Underwriting Frequently Asked Questions
  This comprehensive resource answers FAQs on a variety of topics, including those important to FAST Agents, billing, closing new issues, chills, custody, eligibility, IPO tracking, ILOR and more. You'll always find the most recent version at the link above.