Learn more about the industry best practices for accessing and using the Automated Customer Account Transfer Service (ACATS).
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|1||Industry Cheat Sheet||03 June 2021|
|2||Fund/Firm Transfer Capability Best Practices||28 January 2020|
|3||ACATS Industry Best Practices – ACATS Shortened Cycle||29 August 2018|
|4||ACATS Industry Best Practices — Registration Indicator||27 February 2017|
|5||ACATS Industry Best Practices — Transfer Reject||21 February 2017|
|6||CNS ACATS and DTC Frequently Asked Questions||14 March 2014|
|7||Nonstandard Transfers User Guide for Banks||01 November 2007|
|8||Bank ACATS Best Practices||01 June 2007|