This section is dedicated to Automated Customer Account Transfer Service (ACATS) user guides, ACATS Online Help, record layouts, important notices, membership documents,and other technical documentation. All content has been updated to reflect the Modernization Shortened Cycle release. You can also access this information in the ACATS Modernization section.
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| View user guides, reports, process flows, and super access coordinator documents to help you get the most out of the ACATS system. | |
| ACATS Online Help | Learn how to use the ACATS DTCC Web Portal to transfer customer account assets between firms. |
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Access NSCC file formats for ACATS, including the participant master file and:
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| View the industry best practices for accessing and using the ACATS system. | |
| Click here to access the most up-to-date ACATS important notices available on dtcc.com. | |
| Access forms and agreements, such as the bank activiation participant checklist, registration profile form, and interface participant agreement. | |
| ACATS Reversal Testing | Provides access to documents specific to ACATS Reversals Testing, including test cases and instructions. |
For information about the ACATS Shortened Cycle Modernization release that was implemented on Feb 24, 2020, see ACATS Projects and ACATS Working Groups. All guides are updated in accordance with the new features implemented during the shortened cycle release.