This section will soon be filled with information to get you on your way to using the Custody service.

Most of your questions can be answered with the   spreadsheet Custody Conversion Checklist (76 KB) .
This easy spreadsheet outlines the sequence of events that must take place, as well as the party or parties responsible for each step.


The information to come includes:

  • Preparation guidelines,
  • System readiness, and
  • Physical conversion of securities.




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