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ACATS / IPS

ACATS / IPS (Automated Customer Acct. Transfers / Insurance Processing Svs.) automates changes in annuities’ broker/dealer of record when clients transfer accounts between brokerage firms. 

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ACATS IPS Schematics

 

WHAT IS ACATS/IPS?

ACATS/IPS is the link between the Automated Customer Account Transfer Service (ACATS) and the Insurance Processing Service (IPS). When account assets are transferred using ACATS, the ACATS link to IPS enables broker/dealers and banks to include insurance assets as part of the account transfer process.

ACATS-IPS User Guide

This guide provides guidelines for using the ACATS-IPS link to include insurance assets as part of the account transfer process.
Modified 01 June 2012

ACATS-IPS User Guide

This guide provides guidelines for using the ACATS-IPS link to include insurance assets as part of the account transfer process.
June 01, 2012
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