User Guide Sections 111 Through 120
User Guide 111
Page Title: ManageDirect® > Assign Rights
What you can do on this page
In order to assign rights, you must first select a security type. If you don't have any securities for a type listed, the radio button will be inactive.
Primary Actions
- Choose the radio button next to the security type and click "Select" to view securities to assign rights.
- Click "Cancel" to return to ManageDirect.
User Guide 112
Page Title: ManageDirect® > Edit Security Registration
What you can do on this page:
In order to edit a security registration, you must first select a security type. If you don't have any securities for a type listed, the radio button will be inactive.
Primary Actions
- Choose the radio button next to the security type and click "Select" to edit your security registrations.
- Click "Cancel" to return to ManageDirect.
User Guide 113
Page Title: ManageDirect® > Redemption
What you can do on this page
You can select a security type to view a summary of all your securities eligible for redemption. If you don't have any securities for a type listed, the radio button will be inactive.
Primary Actions
- Choose the radio button next to the security type and click "Submit" to view securities eligible for redemption.
- Click "Cancel" to return to ManageDirect.
User Guide 114
Page Title: ManageDirect® > Transfer
What you can do on this page
You can select a security type to view a summary of all your securities you may transfer. If you don't have any eligible securities for a type listed, the radio button will be inactive.
HELPFUL HINT: You must wait five business days after the purchase date to transfer a savings bond.
Primary Actions
- Choose the radio button next to the security type and click "Submit" to view securities available to transfer.
- Click "Cancel" to return to ManageDirect.
User Guide 115
Page Title: Current Holdings > Pending Redemptions > Delete
What you can do on this page:
If you selected the delete option from the View/Transact Rights > Summary (in an individual account only) or Current Holdings > Summary, you are prompted to confirm the action. The same security information will be displayed, with the addition of the question: "Are you sure you want to delete this redemption?" You may delete a pending redemption prior to our scheduled processing time. (Note: View/Transact Rights are not available in entity accounts.)
Primary Actions
- Click "Yes" to delete a pending redemption and return to one of the following pages:
- Current Holdings > Summary
- ManageDirect® > View/Transact Rights > Summary
- Click "No" to return to one of the following pages:
- Current Holdings > Summary
- ManageDirect > View/Transact Rights > Summary
User Guide 120
Page Title: ManageDirect® > De-Link an Account
What you can do on this page
From here, you may de-link a Minor account from your Primary account. Only one Minor account may be de-linked at a time. Custom accounts may not be de-linked. When a minor reaches age 18 and establishes a Primary account, you may de-link the securities and Zero-Percent C of I from the Minor account to move to the new Primary account. You may not perform transactions in a de-linked account, however, all records of previous transactions are still available in History.
Primary Actions
- Choose a radio button and Click "Select" to go to ManageDirect > De-Link Minor Account Request.
- Click "Cancel" to return to ManageDirect.