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A Guided Tour

Opening an Account

• Introduction
• Account Type
• Entity Account Application
• Entity Account Application Review
• Choosing a Password and Security Questions
• Customer Info

Accessing Your Account

• Logon
• Forgot Your Password
  • Verification
  • Security Questions
  • Changing Your Password
• Forgot Your Account Number
  • Verification
  • Security Questions
• Access Card
• Zero-Percent C of I Disclosure

Buying Securities

• My Account
  • Purchase Express Review for Savings Bonds
  • Purchase Express Review for Marketables
  • Account Activity
• BuyDirect_® Intro
  • BuyDirect for Savings Bonds
    • Purchase Review
    • Purchase Review Using Zero-Percent C of I
    • Edit
    • Confirmation
  • BuyDirect for Zero-Percent C of I
    • Purchase Review
    • Confirmation
    • Five-Day Hold Reminder
  • BuyDirect for Bills
  • BuyDirect for Notes/Bonds
  • BuyDirect for TIPS
    • Purchase Review
    • Purchase Review Using Zero-Percent C of I
    • Edit
    • Confirmation
• Current Holdings for Savings Bonds
  • Summary
  • Detail
  • Pending Transactions
    • Summary List
      • Detail
      • Delete
      • Delete Schedule
    • Calendar
      • Calendar Summary
      • Detail
      • Delete
      • Delete Schedule
• Current Holdings for Marketables
  • Summary
  • Detail
  • Pending Transactions
    • Summary List
      • Detail
      • Delete
      • Delete Schedule
    • Calendar
      • Calendar Summary
      • Detail
      • Delete
      • Delete Schedule

Managing Your Account

• ManageDirect_®
  
  
Manage My Account
• View my Funding Options
• Change Password
• View/Change Security Questions
  • Security Question
• Bank Information
  • Delete
  • Bank Change Form Request
• Account Info
  • Edit
  • Confirmation
  • Customer Info
• Learn More Library
Manage My Securities
• Edit Payment Destination
• Transfer of Savings Bonds
  • Summary - Single Transfers
    • Request
    • Review
    • Edit
    • Confirmation
    • Internal Transfer Form Request
  • Summary - Multiple Transfers
    • Request
    • Review
    • Edit
    • Confirmation
    • Multiple Internal Transfer Form Request
• Transfer of Marketables
  • Summary - Single Internal Transfers
    • Transfer Type
      • Request
      • Review
      • Edit
      • Confirmation
      • Internal Transfer Form Request
  • Summary - Multiple Internal Transfers
    • Transfer Type
      • Request
      • Review
      • Edit
      • Confirmation
      • Multiple Internal Transfer Form
  • Summary - External Transfers
    • Transfer Type
      • External Transfer Form Request
• Redemption
  • Summary - Single Redemptions
    • Request
    • Review
    • Edit
    • Confirmation
  • Summary - Multiple Redemptions
    • Request
    • Review
    • Edit
    • Confirmation
  • Zero-Percent C of I Redemption Request
    • Review
    • Edit
    • Confirmation
• Pending Redemptions
  • Detail
  • Delete
• Pending Transactions for Savings Bonds
  • Summary List
    • Detail
    • Delete
    • Delete Schedule
• Calendar
  • Calendar Summary
  • Detail
  • Delete
  • Delete Schedule
• Pending Transactions for Marketables
  • Summary List
    • Detail
    • Delete
    • Delete Schedule
  • Calendar
    • Calendar Summary
    • Detail
    • Delete
    • Delete Schedule
  • Transfers Detail
  • Sales Detail
• SellDirect_®
  • Summary - Single Sale
    • Request
    • Review
    • Edit
    • Confirmation
  • Summary - Multiple Sales
    • Request
    • Review
    • Edit
    • Confirmation
• Investor InBox
• Contact Us

• Linked Account Summary
  • Account Summary for a Custom Account
  • Establish a Custom Account
    • Account Info
    • Edit
• Linked Account Summary
  • Account Summary for a Conversion Account
    • Account Info

• Taxable Transactions Summary
• IRS Form 1099

• Establish a Conversion Linked Account
• Manage Direct in a Conversion Account
• Add a Bond
• Conversion Cart
• Manifest Information
• Conversion Manifest
• How to Convert My Paper Bonds
• Manifest Summary
• Matured Bond Disclosure

• History
  • Security History
    • Detail
  • Payment History
    • Detail
  • C of I History
    • Detail
  • Account History
    • Detail