Record Layouts
MSS Canned File
November 01, 2020
MSD Canned File
December 01, 2016
Reject File Processing
June 01, 2009
Money Settlement Detail Layouts (MSD)
December 01, 2016
Money Settlement Summary Layouts (MSS)
November 01, 2020
Tolerance Monitoring of I&RS Service Settlement Amounts
This document describes the I&RS Service Settlement Amounts Exceeding a Tolerance Threshold.
Modified January 30, 2026
DataTrak Layouts
January 01, 2025
AutoRoute Layouts
March 17, 2025
Standard Usage
Product CUSIP Recommended Usage
August 02, 2024
Rules for Reject Processing and Billing
June 01, 2023
Standard Usage NPN & CRD Numbers
April 01, 2020
Associated Carrier Company ID Standard Usage
December 01, 2005
Agent Role Code Standard Usage
January 01, 2008
Usage of Party Roles - Best Practices
May 01, 2018
Multiple Agents / Team Standard Usage
March 01, 2008