Login 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.

ACATS User Guide

Learn how to access and use the Automated Customer Account Transfer Service (ACATS) system to transfer customer account assets between firms. This...
Modified 23 December 2021

ACATS DTCC Web Portal User Guide

Learn how to access and use the ACATS DTCC Web Portal to transfer customer account assets between firms. This help includes updates for the...
Modified 09 July 2020

ACATS Online Help

Learn how to use the ACATS DTCC Web Portal to transfer customer account assets between firms. This help includes updates for the modernization...
Modified 15 April 2020

ACATS Statistical Reports User Guide

This guide describes how to access and interpret ACATS statistical reports.
Modified 07 June 2018

ACATS Super Access Coordinator (SAC) User Guide

This guide provides information to super access coordinators (SAC) about using the Customer Registration System (CRS) to grant members of your firm...
Modified 27 July 2018

ACATS/IPS User Guide

View to learn about  the link between ACATS and IPS.
Modified 01 July 2014

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