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Instructions are available on the portal website:

  1. Log in to the portal website (https://portal.dtcc.com).
  2. Launch CRS.
  3. Agree to the Terms of Service.
  4. In the DTCC Portal, click the “Insurance & Retirement Services Learning Center” link under Documentation to open the I&RS Learning Center in a new window.

Under Membership, select I&RS Access Coordinators to access the I&RS Super Access Coordinator Guide and supporting simulations.

Notes:
  • Clicking the learning center link opens a new window and gives you access to the full I&RS Learning Center. It does not log you out of the DTCC Portal.
  • Access to the full I&RS Learning Center without logging in through the DTCC Portal requires registration for the learning center.