ACATS Users

Log in, if necessary, to learn more about the Automated Customer Account Transfer Service (ACATS) system, including how to access and use the ACATS DTCC Web Portal, view reports, and understand the process flow. Let's help you get the most out of the ACATS system.

Note: DTCC is modernizing the client interfaces that firms use to communicate with the ACATS systems. The client interface enhancements also include features to process 529 accounts transfers through the ACATS Fund/SERV® service. To access resources for these client interface enhancements, see the ACATS Projects section. 

ACATS User Help

January 02, 2026

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ACATS Web User Help

October 17, 2025

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ACATS Statistical Reports User Guide

June 07, 2018

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ACATS Super Access Coordinator (SAC) User Guide

July 03, 2025

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