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
April 01, 2021

DataTrak Layouts
January 01, 2025

AutoRoute Layouts
Modified 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

Messaging Dashboard Quick Reference Guide
November 01, 2024
