On the CitiDirect navigation bar, click Trade Services. The Trade Services Summary Form appears.
Click the View Tab. All trade transactions are listed, regardless of status.
Select the transaction you want to enrich. Note: Only transactions in the "Released," "Processed," or "Accepted" states may be enriched.
Click Enrich. The Details Form with the Others Tab for the selected trade transaction appears. Only user-specific data fields can be enriched. All other data fields are protected and cannot be changed.
Make any modifications and click Submit. The transaction is submitted for validation and the next selected transaction appears.
Repeat steps 4 and 5 until all selected trade transactions are modified.
Notes:
All other tabs for the selected transaction are view only.
To clear all data contained on the Others Tab, click Clear.
To return to the summary form at any time, click Return to Summary.
To attach and send the transaction via email, click Save as. Only transactions that have been authorized and are in status Released, CB Processed, and CB Accepted may be sent via email.
For information on the Other Options available, click here.