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Log in to view information about recently implemented enhancements along with plans for current and future ACATS projects.

Learn about the new ACATS client interface enhancements that will modernize the client interfaces that firms use to communicate with the ACATS systems. These enhancements also include features to process 529 accounts transfers through the ACATS Fund/SERV® service. DTCC has updated its API Marketplace with the ACATS APIs, schemas, and API Starter Kit for the new JSON standard message formats. For full access to the DTCC API Marketplace, contact your firm’s Super Access Coordinator (SAC) to enable you as an Operator.

For SACs: If you are unable to provision entitlements to the API Marketplace, contact NSCC Integration at This email address is being protected from spambots. You need JavaScript enabled to view it.

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See Also:

Click each tab to access the ACATS input and output JavaScript Object Notation (JSON) formats and sample JSONs.

View the JSON input formats that are supported with the API Marketplace or Message Queue (MQ) specifications.

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View the JSON output formats that are supported only through MQ.

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View the sample JSONs available in PDF or by downloading the zip containing the following samples:

  • Multicycle Transaction Sample JSON
  • End-of-Day Transaction Sample JSON
  • Position Sample JSON
  • Settlement Sample JSON
  • Insurance Statistics Sample JSON
  • Interface Rejects Sample JSON
  • Fund/SERV Statistics Sample JSON

See Also: View sample requests and responses in the ACATS Message Queue (MQ) Guide. For detailed information about the JSON input structure and usage, see DTCC API Marketplace.

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The Automated Customer Account Transfer Service (ACATS) application includes a series of enhancements to help the industry move towards a shortened ACATS transfer cycle. ACATS Modernization is a multi-phase initiative to improve, modernize, and transform the ACATS application.

Implemented: February 24, 2020

The goal of the ACATS Shortened Cycle release was implemented to shorten the transfer process while simultaneously reducing risk, improving operational efficiency, and enhancing the overall customer experience. View the test cases, implementation guidelines, user guides, best practices, and presentations for the modernization initiative release.

Expand to view the ACATS Shortened Cycle testing documents.

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View the ACATS Shortened Cycle instructional documents.

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View the ACATS concept papers that outlined the project proposals.

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ACATS Frequently Asked Questions

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ACATS Asset Input JSON Format (Legacy AT)

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ACATS Transfer Input JSON Format (Legacy TI)

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ACATS Message Queue (MQ) Guide

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ACATS Alternative Best Practice Email/SPO Practice

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ACATS API Marketplace Demo

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ACATS API Marketplace Demo

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ACATS Interface Rejects MQ Output Format

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ACATS Multicycle/End-of-Day MQ Output Format

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ACATS Position MQ Output Format

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ACATS Settlement MQ Output Format

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ACATS Insurance Statistics MQ Output Format

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ACATS Fund/SERV Statistics MQ Output Format

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SIFMU Industry Cheat Sheet

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ACATS Mutual Fund Registration Input JSON Format (Legacy FR)

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ACATS Client Interface Modernization: Technology Overview

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ACATS Client Interface Modernization: Technology Overview

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ACATS Sample JSONs

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ACATS Sample JSONs

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DTCC Standards for MQ Series Transmission Guide

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Access to the PSE API Marketplace

DTCC API Marketplace includes the ACATS APIs, schemas, and API Starter Kit for the JSON standard messages.
March 08, 2023

ACATS 529 Plan Account Transfers Scenarios

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ACATS User Guide (Includes Modernization Initiative Enhancements)

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ACATS User Guide

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