Creating a Reminder List

A Reminder List enables you to view the latest offering information on the platform for the CUSIPs you selected. You may want to think of this type of list as a view of updated search results for the selected offerings.

To create a reminder list:

1. Search for the bonds to include in the list.
2. Click the down arrow on (on the Search Results page) or (on the Bond Offering Detail tab) to display the drop down menu. Select the Reminder List option The Add to Reminder List dialog box is displayed. View an example?

    

   

    

3. Select a list for the bonds. More...

   • To create a new offer sheet list, select the New Reminder List radio button. A default list name is displayed. Modify the list name as appropriate.

   • To add the bonds to the last saved list, which is displayed in parentheses next to the Current List radio button, select the Current List radio button.

   • To add the bonds to an existing reminder list, select the Saved Reminder List radio button. Select the reminder list from the now-enabled drop-down list.

4. Add the bonds to the selected list. More...

   • To add your currently selected bonds to the list and continue selecting bonds, click Add & Continue. The Add to Reminder List dialog box is closed. Repeat the previous steps to include additional bonds in your list.

   • To add your current selections to the list and then view the list, click Add & Go to View List. The View List page is returned. The Reminder List tab is selected. Continue to step 5.

5. Use any of the features available in the View List page.

Related Topics

	Creating an Offer Sheet
	Creating a Ladder