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MSRB Free Online Training

April 30, 2013

[ by Howard Haykin ]

MSRB provides free training videos to assist state and local governments, municipal securities dealers and other market participants in submitting data and documents to the MSRB's Market Transparency Systems.

Here's What the MSRB has to say about its programs:

  • A series of videos on submitting primary market documents, continuing disclosure documents and related data is available in the menu below. Submitters of this information can begin the submission process through the EMMA Dataport.
  • A series of videos on reporting trades and reviewing compliance and error reports through the MSRB's Real-time Transaction Reporting System (RTRS) is also available below. Access RTRS Web through MSRB Gateway.
  • User manuals for EMMA Dataport, MSRB Gateway, RTRS and other systems are also available.
  • To begin a training video, select the title and then click the "play" icon.    [ Click hyperlink below to access any of the following tutorials. ]             

Primary Market Tutorials
 

  • Submitting Primary Market Disclosures for a New Issue
  • Adding to or Removing Securities from a Primary Market Submission
  • Adding to or Removing an Issue or a Series from a Primary Market Submission
  • Submitting and Archiving an Official Statement Document
  • Submitting Remarketing Data and Information
  • Submitting an Advance Refunding
  • Submitting a Security Ineligible for CUSIP Assignment
  • Submitting Commercial Paper for a Primary Offering

Continuing Disclosure Tutorials.

  • Submitting Continuing Disclosures
  • Creating and Controlling Groups

RTRS Web Tutorials.

  • Introduction to RTRS Web
  • Submitting, Modifying and Canceling Customer Trades through RTRS Web
  • RTRS Web Compliance Reports
  • RTRS Web Regulatory Status and Error Code Review

 

To access programs, go to:   [ MSRB Online Training ] .