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Let's Get Started...

Click Welcome to OTCnet Training to begin the training.

Please note that we highly recommend you take the web-based training (WBT) prior to processing on OTCnet.

The OTCnet Training Program offers you several tools to successfully learn the OTCnet System. These tools include a user-friendly web-based training (WBT) and paper-based references that are available for agencies and financial institutions to use any time.

The WBT allows users to train on OTCnet when it is convenient, provides new staff with training, and lets you retake modules as needed. Instructor-led training is also available pending Fiscal Service approval.

WBT includes the following features to facilitate learning the OTCnet system:

  • Printable Job Aids (PJAs) that provide step-by-step instructions for performing specific tasks
  • Show Me simulations that demonstrate specific system tasks you perform in OTCnet
  • Let Me Try simulations that enable you to practice specific system tasks in a safe training environment
  • User guides (UGs) that provide step-by-step instructions that include a textual description of tasks, with screenshots and end with a wrap-up "How To" box providing step-by-step instructions for completing the task.
  • Quick Guides (QGs) that provide you with "quick tips" references for Deposit Processing and Check Processing tasks such as creating agency hierarchy, establishing depositing endpoints, processing options, etc.

The OTCnet Deployment Team also offers Just in Time training and Troubleshooting Brown Bags starting late September 2018 through January 2019. Sessions are available three days a week, and last between 15 to 30 minutes.

The sessions cover specific topics such as how to create your OLB credentials, import your OLB profile, or get answers to your questions about installing the OLB application. No registration is required - just click on the assigned WebEx link for the session you are interested in joining. Please visit the OLB Training Opportunities web page for a full schedule and details.

For more information or questions about training resources, please contact Fiscalservice.OTCDeployment@citi.com.

Training enhancement requests are currently being evaluated. For additional enhancement suggestions, please fill out the OTCnet Training Enhancement Request Form and e-mail it to: Fiscalservice.OTCchannel@citi.com.

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