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IFT Access Video: How to Complete a Qualified Non-Custodial to Non-Custodial Broker Dealer of Record Change
This video will walk you through the steps required to complete a Qualified Non-Custodial to Non-Custodial Broker Dealer of Record Change transaction.
IFT Access Video: How to Complete a Qualified Custodial or Qualified Non-Custodial to Custodial Broker Dealer of Record Change
This video will walk you through the steps required to complete a custodial to custodial Broker Dealer of Record Change transaction.
Product CUSIP Recommended Usage
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BIN/REP Upload Template
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I&RS Contact List
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Insurance Information Exchange - Online Help
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Inforce Transactions (IFT) Layouts
This document provides the record layouts for ACATS (IPS)/BIN/REP/BEN - Inforce Transactions (IFT).
Custodial to Non-Custodial - Sample Message
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Sample Carrier Day 1 Response Message (Carrier Accepted for Further Processing)
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Sample Carrier Day 1 Response Message (Carrier Reject for Business Reason)
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Processing Rules for Broker Dealer of Record Change: B2B Client Transmission
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