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User Guide Sections 031 Through 040


User Guide 032

Page Title: Current Holdings > Pending Transactions

What you can do on this page

Choose how you would like to display and work with your pending purchases and reinvestments:

  1. As a summary list.
  2. As an interactive calendar.

Primary Actions

  • Select the radio button for "Show a summary list" and click "Submit" to view your Pending Transactions > Summary List.
  • Select the radio button for "Show a calendar" and click "Submit" to view your Pending Transactions > Calendar.
  • Click "Cancel" to return to your previous page.

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User Guide 033

Page Title: Current Holdings > Pending Transactions > Detail

What you can do on this page:

You can view the detailed information for a pending transaction, and choose to delete the pending purchase if you wish.

Primary Actions

  • Click "Delete" to go to confirm the deletion.
  • Click "Return" to return to the previous page accessed.

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User Guide 034

Page Title: ManageDirect®

What you can do on this page

Access all of your account management tools in one location by simply selecting the appropriate text link.

  1. Manage My Account
  2. Manage My Linked Accounts
  3. Manage My Payroll Savings Bonds
  4. Manage My Securities
  5. Manage My Conversions
  6. Manage My Shared Securities
  7. Manage My Taxes

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User Guide 034A

Page Title: ManageDirect® in your Conversion Account

What you can do on this page:

Access all of your account management tools in one location by simply selecting the appropriate text link.

  1. Manage My Conversions
  2. Manage My Securities
  3. Manage My Taxes
    • Year 2009 (No taxable transactions)

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User Guide 034H

Page Title: ManageDirect®

What you can do on this page

Access all of your account management tools in one location by simply selecting the appropriate text link.

  1. Manage My Account
  2. Manage My Linked Accounts
  3. Manage My Securities
  4. Manage My Taxes
  5. Manage My Conversions

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User Guide 034I

Page Title: ManageDirect® in your Conversion Account

What you can do on this page:

Access all of your account management tools in one location by simply selecting the appropriate text link.

  1. Manage My Conversions
  2. Manage My Securities
  3. Manage My Taxes
    • Year 2009 (No taxable transactions)

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User Guide 035

Page Title: ManageDirect® > Bank Information

What you can do on this page

You can view and delete your current bank information and access additional instructions on how to add or edit bank accounts. (Note :You can add or edit bank accounts as described in these web pages and you may be able to add or edit by phone. To find out if the phone is an option for you, call (844) 284-2676, choose option 4 at the first menu, and choose option 1 at the second.) The bank accounts listed on this page can be used to make security purchases or they can be used as the destination for security redemptions and interest/maturity payments.

The bank selected as your primary bank appears first on the bank information list and in the drop-down boxes throughout TreasuryDirect. To designate a different bank listed in your existing bank information as the primary bank, e-mail us by clicking the Contact Us link in your TreasuryDirect account or call us at (844) 284-2676.

Primary Actions

  • Click "Add" to access instructions on how to add a new bank account.
  • Click "Edit" to access instructions on how to edit an existing bank information.
  • Select the radio button next to the bank account you want to remove and click "Delete". If you have pending transactions that are using this bank for payments or a source of funds, you must designate a new bank account.
    Note: You can delete any bank as long as it is not the Primary Bank. If you would like us to designate a different bank already listed in your TreasuryDirect account as your Primary Bank, e-mail us by clicking the Contact Us link or call us at (844) 284 - 2676.
  • Click "Cancel" to return to your previous page.

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User Guide 039

Page Title: ManageDirect® > Bank Information > Delete

What you can do on this page:

You can delete the bank information on pending transactions for the bank you selected on ManageDirect > Bank Information.

However, you must first select another bank to use for those pending transactions. You may select one from the drop-down listing.

Primary Actions

  • Click "Submit" to update the pending transactions with the selected bank information and return to ManageDirect > Bank Information.
  • Click "Cancel" to return to ManageDirect > Bank Information without modifying your bank information.

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User Guide 040

Page Title: Current Holdings > Pending Transactions > Calendar

What you can do on this page:

Calendar

Issue dates for pending purchases and reinvestments are indicated with a red square on your calendar. You just click on an active date to view the details of each transaction. If more than one transaction is scheduled for a date, you will view a list of transactions. Use the convenient arrows to flip back and forth through the calendar and view your pending purchases and reinvestments.

Only months with scheduled purchases or reinvestments will appear in the calendar. Securities scheduled for reinvestment will display within 8 weeks prior to maturity.

To cancel a pending purchase or reinvestment, select the transaction or one of the transactions in the schedule you want to cancel. If you select one transaction in a schedule (for savings bonds), after indicating that you are sure you want to delete the transaction, you will also be given the opportunity to delete the entire schedule.

Primary Actions

  • Click an active date on the calendar and go to:
    1. pending transaction details for a single transaction on an active date.
    2. a summary list of pending transactions for multiple transactions on an active date.
  • Click "Cancel" to return to Current Holdings > Pending Transactions.

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Further Reading

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