Record Layouts
MSS Canned File

MSD Canned File

Reject File Processing

Money Settlement Detail Layouts (MSD)

Money Settlement Summary Layouts (MSS)

Tolerance Monitoring of I&RS Service Settlement Amounts

DataTrak Layouts

AutoRoute Layouts

Standard Usage
Product CUSIP Recommended Usage

Rules for Reject Processing and Billing

Standard Usage NPN & CRD Numbers

Associated Carrier Company ID Standard Usage

Agent Role Code Standard Usage

Usage of Party Roles - Best Practices

Multiple Agents / Team Standard Usage

Messaging Dashboard Quick Reference Guide
