Web Offerings Maintenance

Overview of IL371UPD

Web Offerings Maintenance allows CEF staff to manage the investment offerings available for investment purchases in the Online-CEF web application. All offerings must have already been created via the Type and Rate Maintenance program within DDI Connect. For information on how to set up investment types, please reference this page: Investment Type and Rate Maintenance

To access this screen:

• From the DDI Connect main menu, double-click Financial Services
• Double-click Online-CEF
• Double-click Web Offerings Maintenance. You will see a screen similar to this one:

NOTE: Online investment offerings must be managed separately for each account type: Individuals, Churches and Organizations. If you have an investment type that will need to be available for all three account types, you will have to set it up on each screen.

You have the following options on this screen:

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