Florida Treasury Web Site

 

Trust Fund Investment Instruction Booklet

 

www.fltreasury.org

 

New User

 

 

New User Introduction

 

In order to secure transactions that can be performed online, your administrator will issue you a User Name and Password.  The user name and password will allow you to view monthly statements, view daily activity, change Trust Fund contact information and in some cases perform investment transactions online.

 

This booklet contains procedures used when first logging on and setting up your account.  The first time you log on, you will be required to change your password and provide contact information.

 

In order to perform transactions, your web browser must be set at 128-bit encryption.  We recommend using the Microsoft Internet Explorer 5.5 browser, which includes the required encryption.  If you need to download this software, a free copy is available at:

 

http://www.microsoft.com/windows/ie/default.htm

Download and Setup Instructions:

 

1.     Click on the Download button for IE 5.5

 

2.     Click on Download Now

 

3.     Save the file where you can find it later (Desktop is the easiest)

 

4.     Go to the saved location and double click on the file name

 

5.     IE55setup.exe

 

6.     Accept the License Agreement and click Next to begin the installation process

 

7.     Install typical components and continue clicking Next until installation is complete

 

8.     Takes about 10-15 minutes

 

9.     Restart your PC

 

10.  Start Internet Explorer Browser

 

 

Click on Tools and Internet Options on the main tool bar to check settings

 

Click on  Settings


 

 

Under Check for Newer Versions, click the option button for:

Every visit to the page and click OK.


Click on the Advanced Tab and scroll down to the Security Section and change your settings to match the SSL settings.  Click OK.

 


 

 

A similar message is created when setting up a New User.  This message can also be printed or saved and emailed to your new user. 

 

When you received this email with the new user name and password information, you may click on the hyperlink embedded in the message.  This will take you to the logon screen to validate the user name and change the password.

 

 

 

Enter http://www.fltreasury.org in the Address: box.

 

 

 

This is the Florida Treasury main page.  Click on the Investment and Accounting button on the left to view information and perform online trust fund investment transactions.  You may view statements, print daily activity and in some cases perform investment transactions.

 

 

 

Investment and Accounting Main Page

 

 

Now, click on the Transactions button on the left to perform transactions.

User Sign On Screen       

 

 

Enter the user name and password that has been provided.  Note: the user name and password is case sensitive.

 

 

 

Validation Message Box

 

 

The first time you sign on, you will get this message.  The Validate user screen will come up and you will re-enter your User Name and Password.

 

 

 

 

 

Change your Password by entering your Current Password, and your New Password twice.   The new password must contain 6 or more characters and is case sensitive.

 

Please note your new password for later use.  Remember, this is only for the first time.   

 

 

 

 

 

 

 

 

Now you may enter your User Name and New Password to begin using the online transactions.  Remember these are case sensitive. 

 

 

 

 

 

 

User Available Transactions

 

 

View Monthly Statements

 

 

 

To view a statement, you may either enter a partial account number to view all statements beginning with that number or pick an account number from a drop down menu.  These account numbers correspond to the Treasury assigned trust fund number.  This will allow you to view multiple statements by paging down or view one statement at a time. 

 

You may also print these statements by clicking on File in the main menu of the browser, and then clicking on Print and OK.  Remember that Internet Explorer 5.5 and above prints your reports with the proper formatting. 

 

 

Note:  To view the entire web page on your screen or change the printed output, you may adjust the text size on the main menu of your browser.  Click View and then Text Size and choose Smallest

 

Trust Fund Statements

 

 

Above is an example of a monthly statement online.  These may be printed or saved to a file and emailed.  The previous month’s statement with the interest allocation is usually available by the 10th of each month.  Monthly statements will be available until the last day of the month.   The statement interface will not be available again until the 10th of the month with the next month’s   statement. 


Check the Investment and Accounting main page for messages concerning announcements about changes or statement publication dates on the web site transaction pages under the Investment and Accounting Information Link. 

 

 


View Interest Apportionment Ledger.

 

 

 

You may pick any account for any time period within the last two years to query daily activity.  The Interest Apportionment Ledger provides daily activity information.  Yesterday’s information should be available by approximately 9:00a.m. the next workday

 

To end the secure session on the Treasury web site, close your browser.  If you have any questions, email needhelp@doi.state.fl.us for assistance.