Equities Clearing Transformation

DTCC is transforming our systems into a modern, modular platform that drives industry innovation, enhances settlement efficiency, and adapts to evolving market demands. Access the DTCC Learning Center for key transformation resources to support your Clearing and Settlement journey.

Log in to access all resources.

DTCC is undertaking a multi‑year initiative to modernize our systems, transitioning to a more advanced, modular platform. As DTCC transforms and enhances our Equities Clearing systems, we aim to deliver a simplified and seamless client experience, leveraging industry standards. Our vision is a to provide a client-focused, integrated enterprise platform designed to accelerate time‑to‑market and strengthen operational resilience.
All products associated with the Transformation initiative have a dedicated Release page. You can explore the available Equities Clearing transformation resources by selecting a tile or expanding the left-menu and choosing the corresponding Release page.

ACATS Release

Learn about the ACATS client interface enhancements designed to modernize the way firms communicate with the ACATS system. Processing 529 account transfers through the ACATS Fund/SERV® service is also included in the release.  
November 24, 2025

CNS Release

View the CNS resources that provide insight into the NSCC’s transformation efforts and commitment to support market structure evolution.
February 02, 2026

ETF Release

Explore the ETF resources that provide insight into the NSCC’s transformation efforts and commitment to support market structure evolution.
December 09, 2025

Securities Data Experiences

Access the new Securities Data Experiences system within the MyDTCC portal. The Securities Data Experiences system aggregates and amalgamates data across DTCC’s equities systems into a single self-service data hub. 
December 11, 2025

UTC Release

View the UTC resources that provide insight into the NSCC’s transformation efforts and commitment to support market structure evolution. UTC is planning to offer 24x5 trade processing , anticipated for release in Q2 2026. 
December 30, 2025
 

Filter resources:
Order Resources by

Enhanced ETF Create and Redeem Instruction Input MRO: DATATRAK Production 11300/PSE 41300

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Enhanced ETF Create and Redeem Instruction Data Output (MRO): AutoRoute Production 02261254/PSE 02981254

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Enhanced Consolidated Portfolio Composition Output File Layout: AutoRoute Production 02261256 / PSE 02981256

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Enhanced Consolidated Portfolio Composition Input Data File: DATATRAK Production 11301/ PSE 41301

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Near RealTime Supplemental PCF: AutoRoute Production 02262335/PSE 02982335

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Enhanced ETF Create and Redeem Instruction Input MRO: DATATRAK Production 11300/PSE 41300

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Enhanced Consolidated Portfolio Composition Input Data File: DATATRAK Production 11301/ PSE 41301

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Enhanced ETF Create and Redeem Instruction Data Output (MRO): AutoRoute Production 02261254/PSE 02981254

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Enhanced Consolidated Portfolio Composition Output File Layout: AutoRoute Production 02261256 / PSE 02981256

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Near Real-Time Supplemental PCF AutoRoute Production 02262335/Test 02982335

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Universal Trade Capture (UTC) User Guide

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS Position MQ Output Format

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

SFT Clearing Frequently Asked Questions (FAQ)

View frequently asked questions about the SFT Clearing service, including how to access the service. Learn more about the participant roles, system and operational flow, and billing and tax reporting. DTCC is committed to provide informative and responsive information regarding the Securities Financing Transaction (SFT) Clearing service. 
Modified May 15, 2026

SFT Clearing Testing Guide

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

SFT Clearing General User Help

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Obligation Warehouse Overview - Release Version

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS Message Queue (MQ) Guide

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Client Business Requirements for Options ETF Clearing Connect

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Client Business Requirements for Options ETF Clearing Connect

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS Sample JSONs

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS Sample JSONs - Zip

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

CNS Buy-In Confirmed − CSV Release Version

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

CNS Buy-In Liability − CSV Release Version

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

CNS Night Miscellaneous Activity − CSV Release Version

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.
back to top