To repair or delete a Trade Services for FI transaction

  1. To access Trade Services for FI, click Trade Services for FI on the CitiDirect navigation bar.  The Trade Services for FI Summary Form appears.

  2. Click the Repair Req'd Tab.

  3. Select the transaction for which you want to repair.

  4. Click Other Options, and then click View Error Messages.  The Errors dialog box appears.

  5. Review any errors and then click OK to close the dialog box.

  6. Click Go To Details.  The details of the first selected trade transaction appear on the Trade Services for FI Details Form.

  7. Make any necessary repairs to the transaction.

  8. Click Submit.  The transaction moves to the next step in the Flow Control process.

–OR–

Click Save to save the changes and remain on the form.

–OR–

Click Delete to delete the transaction.

Note: