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ACATS Best Practices
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Log in, if necessary, to view the best practices for 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.
SIFMU Industry Cheat Sheet
September 18, 2024
ACATS Alternative Best Practice Email/SPO Practice
December 15, 2023
ACATS-Fund/SERV: Fund/Firm (PTF) Transfer Capability Best Practices
October 20, 2025
ACATS Industry Best Practices — Registration Indicator
February 27, 2017
ACATS Industry Best Practices — Transfer Reject
February 21, 2017
See Also:
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DTCC Transformation Insight Series: Equities Clearing Readiness Check-in
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ACATS Transfer Input JSON Format (Legacy TI)
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ACATS Asset Input JSON Format (Legacy AT)
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ACATS Settlement MQ Output Format
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ACATS Multicycle/End-of-Day MQ Output Format
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ACATS Sample JSONs
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ACATS Sample JSONs - Zip
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ACATS Position MQ Output Format
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ACATS Message Queue (MQ) Guide
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ACATS Reversal MQ Output Format
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ACATS Mutual Fund Reversal MQ Output Format
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ACATS Fund/SERV Statistics MQ Output Format
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ACATS Insurance Statistics MQ Output Format
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ACATS Interface Rejects MQ Output Format
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CNS ACATS Ineligible Security Reject and CNS ACATS EOD Fail MQ Output Format
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ACATS Participant Master Output Format
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ACATS Hybrid Transaction Reference Solution
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ACATS Output Settlement - Fixed (AutoRoute Prod: 02090725)
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ACATS Output Fund/SERV Statistics - Fixed (AutoRoute Prod: 02090726)
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ACATS Output Position - Variable
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ACATS Output Settlement - Variable
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ACATS Output Fund/SERV Statistics - Variable
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ACATS Reversal Output - Variable
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ACATS Multicycle Transaction MRO/End-of-Day Transaction MRO - Fixed (AutoRoute: 02090722, 02090723)
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