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

October 31, 2023

ACATS Alternative Best Practice Email/SPO Practice

December 15, 2023

Fund/Firm (PTF) Transfer Capability Best Practices

August 11, 2022

ACATS Industry Best Practices — Registration Indicator

February 27, 2017

ACATS Industry Best Practices — Transfer Reject

February 21, 2017

See Also:

back to top