Sweep Rates Inquiry:  Criteria Tab

The Sweep Rates Inquiry retrieves the Type of Sweep for a specified DDA account and the daily rates throughout the specified date range.  Use the Criteria Tab to enter search criteria to obtain the information you need.

Note:

To specify search criteria and submit a Sweep Rates Inquiry:

  1. On the CitiDirect navigation bar, click Inquiries.  Click Liquidity Management Inquiry and then click Sweep Rates Inquiry.  The Sweeps Rates Inquiry summary form appears.

  2. Click the Criteria Tab.  A red asterisk ( * ) identifies required fields.

  3. The Period From field defaults to the last month.  Use the date spinner or calendar to change the default.  Note:  The start date must be within the last six (6) months.

  4. In the Account Number field, click the Library Look-Up button and select an account number from the library list.  The Branch and Currency fields are automatically populated.

  5. In the Sweep Type field, click the Library Look-Up button and select a type of sweep.  Note:  The Sweep Type influences the Sweep Rates.

  6. Click Submit.  The inquiry is run and the results appear on the Sweep Rates Inquiry:  Sweep Rates Tab.

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