Agency Viewer

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Below are the training topics you will need to view deposits, reports and financial institutions as well as search adjustments in OTCnet. If this is the first time you are accessing training, complete these Web-based Training modules in order.

Certificates are assigned for critical tasks and are noted by the certificate icon.
Upon completion of the lesson, print a copy of the certificate and retain a copy for your records.

MODULE 1: WELCOME AND OVERVIEW

• 1.1 Course Tour
• 1.2 Welcome and Overview

MODULE 2: BASIC SECURITY

• 2.1 Log In to OTCnet Online
• 2.2 Access My User ID and Reset Password
  

MODULE 6: SEARCHING DEPOSITS

• 6.1 Search for a Deposit

MODULE 7: VIEWING DEPOSITS

• 7.1 View a Deposit

MODULE 8: SEARCHING ADJUSTMENTS

• 8.1 Search and View an Adjustment

MODULE 13: VIEWING DEPOSIT PROCESSING REPORTS

• 13.1 View a Business Report
• 13.3 View an Administration Report

MODULE 14: VIEWING FINANACIAL INSTITUTIONS

• 14.1 View a Financial Institution

On-the-Job Resources and Simulations

Agency Viewer On-the-Job Resources and Simulations

Welcome Page

Welcome Page