Log in to learn more about the Automated Customer Account Transfer Service (ACATS) system, including how to access and use the ACATS DTCC Web Portal, view reports, and understand the process flow. Let's help you get the most out of 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.
ACATS User Guide
Modified February 04, 2025
ACATS DTCC Web Portal User Guide
Modified February 04, 2025
ACATS Help
Modified February 04, 2025
ACATS Statistical Reports User Guide
June 07, 2018
ACATS Super Access Coordinator (SAC) User Guide
July 27, 2018