ACATS Release

March 21, 2025

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Client Interface Modernization and ACATS 529 Plan (2023 - 2026)

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.

After logging in, expand each section to access the ACATS modernization resources.

View answers to common questions, such as how to automatically reset your password.

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Project Workflow

Real Time Messaging (MQ)

Available for input and output
Only option for output
New channel builds are required for use of ACATS MQ for inbound and outbound
Data Delivery
Testing
Testing sign-off
Production Implementation

API

Available for input only (at this time)
DTCC API Marketplace, entitlement needed
Robot ID buildout
Testing
Testing Sign-off
Production Implementation

Next Steps

When you are ready to engage with us, email Contact NSCC Integration at This email address is being protected from spambots. You need JavaScript enabled to view it.. Include your firm’s name and participant number.

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Client Interface Modernization and ACATS 529 Plan (2027)

Learn about the new ACATS client interface enhancements that will modernize the client interfaces that firms use to communicate with the ACATS systems. This release 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.

Note:

On February 1, 2027, the ACATS legacy fixed and variable files are being decommissioned. If your firm uses these files, you must migrate to the new JSON messaging through API or MQ prior to this date.

Expand each section to access the ACATS modernization resources.

View answers to common questions, such as how to automatically reset your password.

ACATS Frequently Asked Questions (FAQs)

July 09, 2025

ACATS Message Queue (MQ) Guide

May 12, 2026

ACATS Client Interface Modernization: Technology Overview

August 22, 2023

ACATS API Marketplace Demo

November 24, 2023

Access to the DTCC API Marketplace

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

March 08, 2023

DTCC Standards for MQ Series Transmission Guide

March 31, 2025

ACATS Hybrid Transaction Reference Solution

March 06, 2026

Project Workflow

Real Time Messaging (MQ)

Available for input and output
Only option for output
New channel builds are required for use of ACATS MQ for inbound and outbound
Data Delivery
Testing
Testing sign-off
Production Implementation

API

Available for input only (at this time)
DTCC API Marketplace, entitlement needed
Robot ID buildout
Testing
Testing Sign-off
Production Implementation

Next Steps

Concept Paper: ACATS Enhancements for 529 Assets

December 07, 2020

ACATS Client Interface Modernization / 529 Plan Enhancement Initiative

September 09, 2022

ACATS 529 Plan Account Transfers Scenarios

February 01, 2023

ACATS Asset Input JSON Format (Legacy AT)

July 24, 2026

ACATS Transfer Input JSON Format (Legacy TI)

August 13, 2026

ACATS Mutual Fund Registration Input JSON Format (Legacy FR)

February 11, 2026

ACATS Ingress Schema

October 03, 2024

View the JSON output formats that are supported only through MQ. You can also download the Egress Schema zip file to view the output JSON schema.

ACATS Egress Schema

October 23, 2024

ACATS Participant Master Output Format

April 10, 2026

ACATS Multicycle/End-of-Day MQ Output Format

July 02, 2026

ACATS Position MQ Output Format

June 05, 2026

ACATS Settlement MQ Output Format

July 24, 2026

ACATS Insurance Statistics MQ Output Format

April 10, 2026

ACATS Interface Rejects MQ Output Format

April 10, 2026

CNS ACATS Ineligible Security Reject and CNS ACATS EOD Fail MQ Output Format

April 10, 2026

ACATS Fund/SERV Statistics MQ Output Format

April 15, 2026

ACATS Reversal MQ Output Format

April 17, 2026

ACATS Mutual Fund Reversal MQ Output Format

April 17, 2026

ACATS Client Interface Message Codes

April 29, 2025

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
End of Message (EOM) Notification Sample JSON
CNS/NON-CNS Reversals
Mutual Funds Reversals
Participant Master

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.

ACATS Sample JSONs

July 02, 2026

ACATS Sample JSONs - Zip

July 02, 2026

ACATS Client Interface Technical Inquiries

November 26, 2024

ACATS Notes: June 12, 2024

June 12, 2024

ACATS Notes: April 3, 2024

April 03, 2024

ACATS Notes: March 20, 2024

March 20, 2024

Settle Prep and Fund/SERV Day 2 Acknowledgment Removal (2025)

ACATS successfully launched the ACATS Settle Prep (Status 300) Removal and ACATS Fund/SERV Day 2 Acknowledgment Removal (applies only to Fund Companies/Transfer Agents) into production.

The first day in which a transfer did not stage to the 300-Settle Prep status at the end of the day was on Friday, October 17, 2025.
The last day that you received a Pending status or Day 2 Acknowledgement on the Fund/SERV statistics report was Monday, October 20, 2025.

For more information, view the requirements and implementation guide, updated legacy variable output formats, and ACATS important notices.

Settle Prep and ACATS Fund/SERV® Day 2 Acknowledgement Removal: Requirements and Implementation

June 18, 2025

ACATS Settle Prep Test Cases

June 03, 2025

ACATS User Help

October 17, 2025

ACATS Web User Help

October 17, 2025

Alternative Investments (2022)