Account Access and User Profiles
How do I add or remove a user from our account?
To add a user, please have them complete the New User Registration form at the following link: https://selfreg.dtcc.com/selfreg/selfregistration/sprCompanyRegistration. Please view our SPR Registration User Guide for futher details. To remove a user, a registered coordinator should contact
A registered user has a new email address. How do we update their SPR account’s email address?
A New User Registration request will need to be submitted with the user’s new email address.
How do I upgrade a user's role from Operator to Coordinator?
Please have a registered Officer coordinator e-mail us at
I submitted a registration request and received a rejection email saying that I’m already registered, but I don’t have a registered account. What do I do?
Please contact
Our company has changed its legal name. How do we update our SPR account to reflect this?
Please have an officer of the company submit a New Company Registration under the new company name.
I received an error message that says I am not authorized when attempting to order an SPR. What do I do?
If you are a Coordinator, please ensure that the billing details on your EPY profile are up-to-date with a valid credit card. If you are an Operator, please check with your Coordinator to ensure this has been completed, as operator users do not have their own payment profile.
I am attempting to authorize an agent, but I am not able to update their status. What do I need to do?
To authorize an agent, you must be registered with the Coordinator role (not Operator), and you must have a valid credit card linked to the SPR service on your EPY profile.
Reports, Subscriptions, Renewals
I added an issue to our Eligible Issue List, but it is in Pending Approval status. What do I need to do?
Please send an e-mail to
I want to retrieve our electronic Omnibus Proxy, but I do not see it listed under Reports > Omnibus Proxy?
If you are a Coordinator (not Operator), and you do not see your report, please ensure that the following has occurred:
- Notification of meeting details were previously sent to
This email address is being protected from spambots. You need JavaScript enabled to view it. (You can check if it is posted on our system by navigating to Reports > Meetings and Consents). - Your company's current CUSIP has been added to your Eligible Issue List.
- The meeting record date has passed (Omnibus Proxy reports are generated one business day after record date).
My ordered reports are provided on a webpage; how do I obtain a PDF or Excel copy?
When you are first placing the order, the webpage provides you with an option of receiving the report via "Browser" or "Spreadsheet" format.
- To download a PDF copy, open your completed Browser report, right-click within the webpage, and complete your browser's Print instructions to save in PDF format.
- To download a spreadsheet copy, you must select the “Spreadsheet” format when ordering. If you received a Browser copy due to that selection and instead are looking for an Excel copy, please reorder and select the Spreadsheet format.
What should I do if I receive an error message when attempting to order a report or subscription?
There may be an issue with the company’s EPY payment details.
For the following error codes, it's best to contact your card provider to obtain more information: Generic Decline, Do Not Honor, Insufficient Funds, Account Hold, Suspected Fraud.
If receiving the Fraud AVS Filter message, please ensure your card's billing address aligns with what was entered in your EPY profile. For assistance with EPY issues, you may reach out to the Billing Support team at
Where can I find the list of DTC Participant contacts associated with the SPR?
Under the Reports tab, please look under the Contact List column and select View.
Note: Please note that the list details are dependent on what DTC has received from our Participant contacts. In the case of missing information, you may reach out to
I want to authorize an agent, but I do not see them on my Agent Authorizations screen. What do I need to do?
It is incumbent upon the agent to request access to your CUSIP via their Eligible Issue List on their own SPR account before you can authorize them. Once they have made this request, they will be listed on your Agent Authorizations screen, where you can update their Status and Entitlements as necessary.
Note: You also need to have added the CUSIP to your own Eligible Issuer List in order to see requests from other agents on the CUSIP.
The renewal date on my subscription is approaching, however there is no link to renew it. What do I need to do?
If you wish to renew and there is no link, there are two possible reasons behind this:
- This subscription has been previously set to “Do Not Renew". To resolve this, you may order a new subscription current subscription has expired.
- The subscription may have been already renewed by either another user at your firm, or an authorized third-party agent.
How do I order a copy of a subscription?
Within the SPR application, navigate to Reports > Current Subscriptions, then select the applicable CUSIP of the existing subscription that you would like to order a copy of. Select your preferred report format and then click Submit. To transfer this copy to a third-party agent, please login and visit the the following topic located in SPR Online Help: Transferring from the Current Subscription List.