Thank you for your interest in QuickTrack!  If you send us the following information, we can enter it into QuickTrack and mail you actual printouts from the program.  These reports are free; you'll be under no obligation to us.

Please e-mail the following information to rep.nosp@m.orts@tradesyst.nosp@m.emsinc.com.  You can attach it as a spreadsheet if that would be easier for you.

• The address you would like the reports mailed to.
• The following information for each investment you want in the reports.  This data can be taken right off the purchase confirmation; it is the same data that you would enter into QuickTrack itself.
  • Your reference number
  • CUSIP/account number
  • Original settlement date
  • Agency/vendor name
  • Amount of premium or discount and/or prepaid interest (dollar amounts)
  • Principal amount (par value) of investment
  • Interest rate
  • Maturity date
  • Available for sale: yes or no
  • Type of investment: safekeeping, safekeeping CD, certificate of deposit (indicate if it is with another credit union or a commercial bank), mutual fund, corporate credit union, or other
  • Call date: indicate frequency (monthly, quarterly, etc.) if investment has multiple calls
  • If investment is available for sale, then we need the current market value and previous market value as of the end of last month
  • Interest payment mode: whether you receive interest payments monthly, quarterly, semi-annually, or annually
  • Date of the last scheduled interest payment (not the date it was actually paid)

Again, send this information to rep.nosp@m.orts@tradesyst.nosp@m.emsinc.com.  We'll put it into QuickTrack and mail you the printed reports.  While you're waiting, feel free to browse or print the sample reports we already have online.  If you'd like more information about QuickTrack, feel free to contact us.  We'd be happy to answer any questions you may have.