Training Opportunities
The OTCnet Team offers a wide variety of training sessions, to help you and other OTCnet users explore and learn the latest OTCnet applications’ features.
All training sessions are held virtually and range from 30 to 45 minutes. They cover an assortment of specific tasks/or and activities related to OTCnet (Administration, Deposit Processing, and Check Processing.)
If you have any questions or require special accommodations, please call the OTCnet Deployment Team at 703.377.5586 or e-mail FiscalService.OTCDeployment@citi.com.
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| Topics | Description | Duration | Date | Registration |
|---|---|---|---|---|
| Setting Up OTCnet | This session will include instructions on how to get started with OTCnet. You will learn how to download and set up the OTCnet Local Bridge (OLB), configure the necessary firmware, and analyze training resources to help perform relevant tasks. We highly encourage all Check and Card Processing users, especially those new to OTCnet, to attend this webinar. The Q&A session will allow you to ask questions and receive expert advice from the OTCnet Deployment Team. | 30-45 minutes | Tuesday, March 24, 2026, 1:30 PM ET | Register |
| Managing Users in OTCnet | This session will focus on OTCnet user management. We will review the necessary steps on how to authenticate and create new users in OTCnet as well as how to provision, modify, and remove user roles and endpoints. We highly encourage Primary/Local Security Administrators (PLSA/LSAs) and Accounting Specialists to attend this webinar and learn about best practices in user management. The Q&A session will allow you to ask questions and receive expert advice from the OTCnet Deployment Team. | 30-45 minutes | Tuesday, April 21, 2026, 1:30 PM ET | Register |
| OTCnet Deposit Processing Overview | This session will review the Deposit Processing user roles and common workflows in the OTCnet application. We will walk through how to accomplish tasks such as creating, modifying, confirming or rejecting a deposit and searching for a deposit as well as creating a credit/debit adjustment for a deposit. We highly encourage all Deposit Processing roles (e.g., Deposit Preparer/Confirmer) to attend this webinar. The Q&A session will allow you to ask questions and receive expert advice from the OTCnet Deployment Team. | 30-45 minutes | Tuesday, May 12, 2026, 1:30 PM ET | Register |