This website sets cookies on your device. By continuing to use our site, you consent to our use of cookies in accordance with our Privacy Policy.


Instructions are available on the portal website:

  1. Log in to the portal website (
  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.

  • 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.