Creating an Internal Buy Order

Placing an internal buy order begins by clicking the Internal Buy link in the Orders page. The Internal Buy Security Ticket page is displayed when you click the link. Complete the order by following the steps listed below.

Step 1: Complete the Security Information Panel

1. Enter a CUSIP and click out of the CUSIP field. Bond detail information is displayed.

2. Review the contents of the Bond Details panel. If the selected bond is a municipal, click the Material Events link (  )  to display and view material events for the bond.

3. Complete the instructions in the Security Information panel to enable the button, located in the lower right corner of the page.

4. Click the button to continue. The Enter Account Information view is displayed.

Step 2: Enter the Order

1. Complete the Account Entry panel.

• Be sure to complete all required fields, which are identified by asterisks.

• Review any text below the entry fields to verify you have entered valid values.

• Use the Help glossary if you need additional information about a field.

2. Click . The Preview Order view is displayed.

• To cancel the order, click .

• To display the Orders page, click

Step 3: Preview the Order

1. Review the information present in the Account Information and Pricing Information panels. Verify the information is correct.

• Click the linked issue description to view the Bond Offering Detail tab for the CUSIP, if desired.

• Hover over the issue description to view the Bond Detail rollover, if desired.

2. Click if the information is correct and you want to place the order. The Order Placed view is displayed.

• To cancel the order, click .

• To return to the Enter Order view to modify the order, click .

• To display the Orders page, click .

Step 4: Review the Placed Order

1. Review the Order Placed view. An order confirmation message, which includes an order number, is displayed when the order is confirmed. The message also includes the current order status and order date and time. The blotter and mini-blotter are updated to reflect the new order.

2. Click the linked order number to view the Order Detail, if desired.

3. Click a button to continue. Click:

• or to display the Orders page to view additional order status details.

• Click to print a HTML version of the order.

Related Topics

	About Orders
	Completing a Buy Order
	Completing a Sell Order
	Creating an Internal Sell Order
	Completing a Multi-Account Order
	Creating a Circle Request Order
	Completing a Treasury Auction Order