Below are the training topics you need to view deposits, reports and financial institutions and search adjustments in OTCnet. Click Expand All to view all resources for your role, or click the arrow next to a module to view the lesson(s) and resources. You can choose to view Web Based Training (WBT) modules, certificates are assigned for critical tasks and are noted by the certificate icon . You can also review Printable Job Aids (PJAs) and Videos that support your OTCnet user training.
1.1 OTCnet Overview | PJA | Video |
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OTCnet Overview |
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PJA | Video |
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Start and Stop the OTCnet Local Bridge (OLB) Application | ![]() |
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Self-Register/Create an Account in SailPoint IIQ | ![]() |
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Request Your OTCnet Access in SailPoint IIQ | ![]() |
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Log In to OTCnet Online | ![]() |
5.1 View a Financial Institution | PJA | Video |
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View a Financial Institution | ![]() |
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PJA | Video |
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Search for a Deposit | ![]() |
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Download Search Results for a Deposit | ![]() |
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PJA | Video |
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View a Deposit | ![]() |
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PJA | Video |
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Search for and View an Adjustment | ![]() |
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Download Search Adjustment Results for a Deposit | ![]() |
17.3 View an Administration Report | PJA | Video |
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View Administrative Reports: CIR File Status | ![]() |
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View Administration Reports: View Vouchers Completed | ![]() |
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View Administrative Reports: Vouchers in Progress | ![]() |
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17.4 View Scheduled Reports | ||
Deposit Historical Report | ![]() |
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Adjustment Historical Report | ![]() |
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View Previously Generated Reports | ![]() |