Holdings Inquiry:  Criteria Tab

The Criteria tab is used to enter search criteria for a Holdings Inquiry.  The following are available:  45 days of daily information or 18 months of month-end information, after the 45 days.

Notes:

• There are two options for viewing information: Page View and Split View.

• To ensure that the search criteria you enter is complete and accurate and that all related fields are populated, it is best to click Library Look-Up buttons, where available, and select criteria from library results lists.

• To help you find exactly what you need, CitiDirect provides operators for most criteria fields.  Click here for more information on selecting operators when specifying search criteria for Inquiries.

To specify search criteria and submit a Holdings Inquiry:

1. On the CitiDirect navigation bar, click Inquiries.  Click Security Inquiry and then click Holdings Inquiry.  The Holdings Inquiry summary form appears.

2. Click the Criteria Tab.

3. To submit this inquiry, you must specify criteria in at least one of the following fields:  Account Group, Account Number, or Security No/Type/Description.  Instructions for entering information in each field follows.  For specific inquiry results, enter information in as many fields as possible.

4. In the Account Group field, enter the complete account group or click the Library Look-Up button and select an account group.  If necessary, click Search to access the Search Definition Dialog box to locate a specific account group.

5. In the Account Number field, enter the complete account number or click the Library Look-Up button and select the account number.  If necessary, click Search to access the Search Definition Dialog box to locate a specific account number.

6. In the Security No/Type/Description field, enter the security number or click the Library Look-Up button and select a security number.  When you select the security number from the library list, the Security Type and Security Description fields are automatically populated.

7. If you want your inquiry results to be more specific, enter criteria in one or both of the following fields: As of Date or Location.

8. Click Submit.  The inquiry is run and the results appear on the Holdings Inquiry:  Summary Tab.

Notes:

• To print a listing of the search criteria used for this inquiry, click Print.

• To submit a new inquiry, click Clear Criteria, enter new search criteria, and click Submit.