E*TRADE ATM SOFTWARE - ADDENDUM SECTION 1 - INTRODUCTION ’ S IN DDENDUM Terminal Hardware This Addendum to the ATM Operations Manual describes the new Requirements features offered by the E*TRADE OAR version of Triton ATM software. The new OAR and T.O.T.C.C. features require that the following hardware be The Addendum contents are spread across the following sections: installed in the terminal:...
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 1 - INTRODUCTION E*TRADE customers using a qualifying ATM card will be offered additional transaction options, which include the ability to withdraw funds, check balances and transfer funds between E*TRADE accounts. E*TRADE accounts fall into two categories: 1.) E*TRADE bank or 2.) E*TRADE brokerage accounts.
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS NTRODUCTION This section describes the new or revised Management Functions in the E*TRADE version of ATM operating software. EW OR ODIFIED ANAGEMENT UNCTIONS A summary of changes to the Management Functions is provided below: TRANSACTION TYPES.
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : TRANSACTION TYPE SETUP UNCTION : N/A ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select TRANSACTION TYPES. ESCRIPTION This menu allows you to access transaction type configuration op- tions for E*TRADE OR NON-E*TRADE customers.
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : ACCOUNT TYPE SETUP UNCTION : N/A ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select ACCOUNT TYPES. ESCRIPTION This menu allows you to access account type configuration op- tions for E*TRADE OR NON-E*TRADE customers.
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : NON-E*TRADE ACCOUNT TYPES UNCTION : ON/BROKERAGE & BANK ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select ACCOUNT TYPES. 3.) Select NON-E*TRADE CUSTOMER. ESCRIPTION This function allows you to turn ON or OFF the availability of the following account types, which are offered to non-E*TRADE cus-...
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS TRITON CONNECT UNCTION : SEE TEXT ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select TERMINAL CONFIGURATION from MANAGEMENT FUNCTIONS menu. 2.) Select SET TERMINAL PARAMETERS. 3.) Choose MORE. 4.) Choose TRITON CONNECT. ESCRIPTION NOTE: Triton Connect is an option and may not be installed on your terminal.
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS T.O.T.C.C. UNCTION : OFF (SEE TEXT FOR MORE DETAILS) ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select TERMINAL CONFIGURATION from MANAGEMENT FUNCTIONS menu. 2.) Select SET TERMINAL PARAMETERS. 3.) Choose MORE. 4.) Choose TRITON CONNECT. T.O.T.C.C.
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E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS T.O.T.C.C. NABLING ISABLING This function allows you to turn ON or OFF the operation of the T.O.T.C.C. function. Press the button next to the label to toggle the operational state between ON and OFF. T.O.T.C.C.
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E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS 5. If the Monthly interval was selected, the PLEASE ENTER DAY OF MONTH TO CALL screen appears. Enter the day of the month on which to place the call, using the numbers 1-28 to represent the first 28 calendar days of any given month, and press the OK button.
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS NTRODUCTION The daily operation of the Terminal is quite simple and straightforward. Once the terminal has been properly configured, the only management functions that will be used on a regular basis are the CLOSE and JOURNAL functions.
E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL OURNAL NTRIES Journal entries are printed on a per transaction basis. Each new entry begins with a blank line. The following is an example of a typical journal entry. In the case of a communications error, most of this information is omitted and an error code would be printed.
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