Log in 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
Fund/Firm (PTF) Transfer Capability Best Practices
February 26, 2025
ACATS Industry Best Practices — Registration Indicator
February 27, 2017
ACATS Industry Best Practices — Transfer Reject
February 21, 2017
See Also: