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Account Transfers for Insurance (ACATS/IPS)

Welcome! In this section of the Learning Center you will find resources to support your use of the Account Transfers for Insurance (ACATS/IPS) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.

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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.

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