CUSIP Profile. This guide will show you how to use the CUSIP Profile web services application. The following tasks will be covered.
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1 CUSIP Profile This guide will show you how to use the CUSIP Profile web services application. The following tasks will be covered. Log in Add CUSIP Profile Browse for CUSIP Profile Update CUSIP Profile Delete CUSIP Profile Upload CUSIP Profile CUSIP History
2 Logging in Log into the portal. 1. Type in your User ID and Password. 2. Click Login to enter the portal CUSIP Profile
3 Access CUSIP Profile You are now on the home page of the portal. 1. Click CUSIP Profile to enter the application. 1 CUSIP Profile 3
4 Participant Number Identification 1. Type the DTCC Participant Number. 2. Click Submit to enter. The Select Transaction Type screen appears. Here you will be able to choose from six different tasks CUSIP Profile
5 Add CUSIP 1. Select Add CUSIP on the Select Transaction Type screen. 2. Click Submit. The Add CUSIP screen appears. 1 2 CUSIP Profile 5
6 Add CUSIP continued 3. Fill out the fields. Required fields are indicated with a red asterisk (*) and must be filled out. 4. Click Add to add the CUSIP. A confirmation window will appear. 5. Click OK to confirm that you would like to add the CUSIP. Note: Reset clears all the fields and Cancel brings you back to the Select Transaction Type screen CUSIP Profile
7 Add CUSIP c ontinued A confirmation message appears. 6. Click Continue to return to the Select Transaction Type screen. 6 CUSIP Profile 7
8 Browse CUSIP 1. Select Browse CUSIP on the Select Transaction Type screen. 2. Click Submit. The Browse CUSIP screen appears CUSIP Profile
9 Browse CUSIP - Single To browse for a single CUSIP: 1. Type the CUSIP Number. 2. Click Submit to search for the CUSIP. Note: Cancel brings you back to the Select Transaction Type screen. 1 2 CUSIP Profile 9
10 Browse CUSIP - Single continued The CUSIP is displayed. 3. Click Continue to return to the Select Transaction Type screen CUSIP Profile
11 Browse CUSIP - Multiple To browse for multiple CUSIPs: 1. Select the Carriers you want to browse. 2. Select the CUSIP types you want to browse. 3. Click Submit to find results that match all selections. Note: Cancel brings you back to the Select Transaction Type screen CUSIP Profile 11
12 Browse CUSIP - Multiple continued The matched CUSIPs are displayed. 4. Browse through the multiple pages to view the different CUSIPs. Note: You can sort the different columns by clicking on the column headings. You can also download the results to Excel, CSV, and/or PDF. 5. Click Continue to return to the Select Transaction Type screen CUSIP Profile
13 Update CUSIP 1. Select Update CUSIP on the Select Transaction Type screen. 2. Click Submit. The Update CUSIP screen appears. 1 2 CUSIP Profile 13
14 Update CUSIP - Single To update a single CUSIP: 1. Type the CUSIP number. 2. Click Submit to search for the CUSIP.. Note: Cancel brings you back to the Select Transaction Type screen CUSIP Profile
15 Update CUSIP - Single continued The CUSIP is displayed. 3. Change the fields you wish to update. Required fields are indicated with a red asterisk (*) and must be filled out. 4. Click Update. A confirmation window will appear. 5. Click OK to confirm all updates CUSIP Profile 15
16 Update CUSIP - Single continued A confirmation message appears. 6. Click Continue to return to the Select Transaction Type screen 6 16 CUSIP Profile
17 Update CUSIP - Multiplie To update multiple CUSIP: 1. Select the CUSIP types you want to search for CUSIP Profiles in. 2. Click Submit to find the results that match the selections. Note: Cancel brings you back to the Select Transaction Type screen. 1 2 CUSIP Profile 17
18 Update CUSIP - Multiple continued A page with the CUSIP results appears. 3. Select each CUSIP that you wish to update. 4. Click Submit. Note: Cancel brings you back to the Select Transaction Type screen CUSIP Profile
19 Update CUSIP - Multiple continued The CUSIP update fields are displayed. 5. Select and type in the fields you want to update. Updated fields will update in all selected CUSIPs. Note: If the checkbox is not selected, the update will not occur. 6. Click Update to save all changes. Note: Cancel brings you back to the Select Transaction Type screen. 5 6 CUSIP Profile 19
20 Update CUSIP - Multiple continued A confirmation message appears. 7. Click Continue to return to the Select Transaction Type screen 1 20 CUSIP Profile
21 Delete CUSIP 1. Select Delete CUSIP on the Select Transaction Type screen. 2. Click Submit. The Delete CUSIP screen appears. 1 2 CUSIP Profile 21
22 Delete CUSIP continued 3. Type the CUSIP number of the CUSIP you wish to delete. 4. Click Submit. Note: Cancel brings you back to the Select Transaction Type screen CUSIP Profile
23 Delete CUSIP continued Information of the searched CUSIP appears. 5. Click Delete to delete the CUSIP. A confirmation window will appear. 6. Click OK to confirm that you would like to delete this CUSIP. Note: Cancel brings you back to the Select Transaction Type screen. 5 6 CUSIP Profile 23
24 Delete CUSIP continued A confirmation message appears. 7. Click Continue to return to the Select Transaction Type screen CUSIP Profile
25 Upload CUSIP 1. Select Upload CUSIP on the Select Transaction Type screen. 2. Click Submit. The Upload CUSIP screen appears. 1 2 CUSIP Profile 25
26 Upload CUSIP continued The CUSIP Upload screen appears. 3. Click Browse to find the CSV file. 4. Select the CSV file to upload. 5. Click Open to select the CSV for upload. Note: To create a CUSIP Profile Upload CSV file, open the file called CUSIP Profile Upload Template.xls on the I&RS website under the Participant section on the CUSIP Information page and follow the procedure CUSIP Profile
27 Upload CUSIP continued 6. Click the Upload button to upload the selected CSV file. A confirmation window will appear. 7. Click OK to confirm that you want to upload the file. Note: Cancel brings you back to the Select Transaction Type screen. 6 7 CUSIP Profile 27
28 Upload CUSIP continued A confirmation message appears. 8. Click Continue to return to the Select Transaction Type screen 8 28 CUSIP Profile
29 Upload CUSIP continued If CUSIPs are rejected, the following screen appears. CUSIP Profile 29
30 CUSIP History 1. Select CUSIP History on the Select Transaction Type screen. 2. Click Submit. The CUSIP History screen appears CUSIP Profile
31 CUSIP History continued 3. Type the CUSIP Number or click the arrow to open up the CUSIP List window. 4. Click the Description name of the CUSIP you want to select. 5. Click Submit to search the history of that CUSIP. Note: Cancel brings you back to the Select Transaction Type screen CUSIP Profile 31
32 CUSIP History continued 6. The first row in the CUSIP history is the most recent update. If the first row is empty, the CUSIP has been deleted. 7. The bottom row is the original CUSIP CUSIP Profile
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