ACATS Best Practices

Related Content

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

Modified February 26, 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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