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OTCnet Training

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Click Welcome to OTCnet Training to begin the training.

Please note that it is highly recommended all users take the Web-Based Training (WBT) prior to processing on OTCnet.

The OTCnet Training Program offers users several tools to successfully learn the OTCnet System. These tools include a user-friendly Web-Based Training (WBT) and Paper-Based References that are available for Agencies and Financial Institutions to use at any time. The WBT allows users to train on OTCnet when it is convenient, provides new staff with training, and lets users retake modules as needed. Instructor-led training is also available pending FMS approval.

WBT includes the following features to facilitate learning the OTCnet system:

  • Printable Job Aids (PJAs) that provide step-by-step instructions for performing specific tasks

  • Show Me simulations that demonstrate specific system tasks a user performs in OTCnet

  • Let Me Try simulations that enable a user to practice specific system tasks in a safe training environment

  • User guides (UGs) that provide step-by-step instructions that includes a textual description of tasks, with screenshots and ends with a wrap-up How To box providing step-by-step instructions for completing the task as appropriate

  • Job Aids (JAs) that provide a designated user with a "quick tips" reference for Deposit Processing and Check Processing tasks such as creating Agency hierarchy, establishing depositing endpoints, processing options, etc.

For more information about training, please contact FMS.OTCDeployment@citi.com.

Training enhancement requests are currently being evaluated. For additional enhancement suggestions, please fill out the OTCnet Training Enhancement Request Form and email it to: FMS.OTCchannel@citi.com.


   Last Updated:  April 03, 2014