Page Title: Current Holdings for Marketables > Summary
What you can do on this page:
You can view your current holdings (and any applicable status) for the marketable security type selected. Securities display the status of Pending Transfer or Pending Sale if you have requested an External Transfer or chosen to sell a security to an outside broker using SellDirect. Pending Maturity status indicates that the security will mature within four business days. The Pending Interest Payment status indicates a payment is due to be sent within four business days.
Pending Maturity and Pending Interest Payments are subject to a mandatory four-day Closed Book Period. During this time, no edits to the registration or payment destination(s) (as well as transfers or sales) are permitted. For more information, see Learn more about Transaction Restrictions.
Primary Actions
- Select a radio button for a Pending Transfer and click "Select" to view the detailed information for that security.
- Select a radio button for a Pending Sale and click "Select" to go to the detailed information for that pending redemption.
- Select a radio button for a Pending Maturity and click "Select" to go to the detailed information for that pending maturity.
- Select a radio button for a Pending Interest Payment and click "Select" to go to the detailed information for that restricted security.
- Click "Cancel" to go back to Current Holdings.