To access Trade Services for FI, click Trade Services for FI on the CitiDirect navigation bar. The Trade Services for FI Summary Form appears.
Click the View Tab. All trade transactions are listed, regardless of status.
Select the transaction for which you want to view detailed information. To select multiple trade transactions, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click Go To Details. The details of the first selected trade transaction appear on the Trade Services for FI Details Form.
Review the details of the transaction on all of the tabs located on the detail form.
If multiple transactions were selected, click Next to view the details of the next selected transaction. Once all selected trade transactions are viewed, click Next to return to the summary form.
Notes:
To return to the summary form at any time, click Return to Summary.
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information shown, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.
To preview the transaction before printing, click Other Options, and then click Print Preview.
To view any errors associated with the current transaction, click Other Options, and then click View Errors.