Step 1—Specify whether to include taxable or non-taxable bonds in the ladder. As you make selections they are displayed on the right of the page.
Step 2—Select the attributes of the bonds you want to include in the ladder.
Step 3—Select the minimum credit rating of the bonds to include. Select the minimum IDC FP rank if you are including CDs in the ladder.
Step 4—Enter your investment amount and maturity requirements.
Step 5—Search results are displayed. Select the bonds you want to include in the ladder from the displayed search results. A chart showing the estimated monthly income for you selections is displayed.
Step 6—View the ladder that is based on your selections. Perform any of the following actions as necessary:
Click the Delete icon (
) to remove items from the ladder.Click the Buy button
to start a Buy ticket for an item.Update the quantity for nay of the offerings in the QTY field.
Click the Start Over button to start a new ladder.
Click the Add Bonds button to add a bond to the ladder.
Click the Update All button to modify the quantity and/or tax rates for all offerings.
Click the Save Ladder button to save the ladder. The Save Ladder As dialog box is displayed. Complete the dialog box and click Save. The ladder is added to the Manage Lists page.
Click the Create Report button to create a PDF version of the ladder. Use the buttons in the PDF window to save, print, or email the report.
