ACATS Best Practices

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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. 

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See Also:

• 529 Account Processing Best Practices
• ACATS Fund/SERV^®