Welcome to OTCnet Web-based Training!

Click your OTCnet role to access your Web-based Training for your learning need.

Note, critical tasks within the role are identified with a certificate icon.
Upon completion of the lesson, print a copy of the certificate and retain a copy for your records.

Once you have clicked on your role, you can begin taking the Web-based Training modules to help you perform tasks you will need to make you a successful OTCnet user.

If this is the first time you are accessing training, complete the Web-based Training modules in order.

Agency

Security/Administration

• Accounting Specialist/Local Accounting Specialist (Acc Spec/Local)
• Check Capture Administrator (CCA)
• Primary/Local Security Administrator (P/LSA)

Deposit Processing

• Deposit Preparer (DP)
• Deposit Approver (DA)
• Deposit Preparer/Deposit Approver (DP/A)
• Agency Viewer (V)

Check Capturing and Check Processing

• Agency Manager
• Check Capture Lead Operator (CCLO)
• Check Capture Operator (CCO)
• Check Capture Supervisor (CCS)
• Master Verification Database Editor (MVD Editor)
• Master Verification Database Viewer (MVD Viewer)

Financial Institution (FI)

Security/Administration

• Accounting Specialist/Local Accounting Specialist (Acc Spec/Local)
• Primary/Local Security Administrator (P/LSA)

Deposit Processing

• FI Deposit Confirmer (DC)
• FI Viewer (V)

Federal Reserve Bank (FRB)

Security/Administration

• Accounting Specialist/Local Accounting Specialist (Acc Spec/Local)
• Primary/Local Security Administrator (P/LSA)

Deposit Processing

• FRB Deposit Confirmer (DC)
• FRB Viewer (V)

OTCnet Participant User Guides

OTCnet Participant User Guides

On-the-Job Resources and Simulations

On-the-Job Resources and Simulations (All user roles)