Login to view information about the modernization project, implemented in February 2020, along with future enhancements planned for the ACATS system.
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.
ACATS Shortened Cycle
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.
ACATS Test Cases
ACATS Shortened Cycle Testing Implementation Guidelines
ACATS Test Case Diagrams
Expand to view the ACATS Shortened Cycle instructional documents.
ACATS User Guide (Includes Modernization Initiative Enhancements)
ACATS DTCC Web Portal User Guide (Includes Modernization Initiative Enhancements)
ACATS Online Help
ACATS Modernization - Enhancement Specifications
ACATS Industry Best Practices – ACATS Shortened Cycle
Expand to view the ACATS concept papers that outlined the project proposals.
ACATS Modernization: Output File Names
ACATS Shortened Cycle Modernization - Proposed Updates
ACATS Modernization - Shortened ACATS Webinar
ACATS Shortened Settlement Cycle – Changes to the Processing of Mutual Fund Transfers
ACATS Shortened Settlement Cycle – Concept Paper
View the proposed changes to the Automated Customer Account Transfer Service (ACATS) system and ACATS Fund/SERV® service to facilitate 529 transfers through the ACATS system.