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The Margin Transit Utility (MTU) Learning Center contains all the information clients will require to successfully use the services.

Who: The information in the learning center is the main information reasource for clients who are using the MTU Standard Margin Call Service (Core), or the MTU Triparty Service.

Next Steps: Click on the Help Tool accordion to access the interactive Help tool. The interactive Help tool allows a user to search for all information on how to use the service.

The information in the accordions below includes:

  • Margin Transit Utility Help: Interactive Help tool with built-in search and Table of Contents.
  • Margin Transit Utility (MTU) Onboarding: This accordion contains documentation that supports clients that are currently onboarding to the MTU service. Includes the MTU Service Description, Connectivity Guide and Super Access Coordinator Guide.

 


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Click below to launch the MTU Online Help, which provides information on use of the MTU service. 

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1 New! Margin Transit Utility Online Help
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This online help system describes the features in the Margin Transit Utility.

06 April 2021
 

 

 

 

 

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    MTU GUI User Guide

    This document provides details on using the DTCC Margin Transit Utility (“the MTU”) GUI ...
    In General Downloads: 1188

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    Margin Transit Utility Online Help

    This online help system describes the features in the Margin Transit Utility. ...
    In Online Help Downloads: 312

  • pdf
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    MTU End of Day Position and Activity Report Guide

    This document describes the MTU End of Day Positionand Activity Report. It contains definitions and ...
    In General Downloads: 1189

  • pdf
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    ALERT Compliance and Best Practices for the Margin Transit Utility (MTU)

    This document outlines compliance requirements and best practices for MTU clients setting up their c ...
    In General Downloads: 1096

  • pdf
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    MTU Client Identifier Cross Reference (CIX) Utility User Guide

    Describes the usage and functionality of the CIX utility, providing a complete description of the CI ...
    In General Downloads: 275

  • pdf
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    Margin Transit Utility 13B - Product Release Information

    This document desribes the enhancements in the MTU 13B release. ...
    In Product Release Information Downloads: 177

  • pdf
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    Margin Transit Utility 13C - Product Release Information

    This document describes the enhancements in the Margin Transit Utility 13c release. ...
    In Product Release Information Downloads: 133

  • pdf
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    Margin Transit Utility Status Messages

    This guide describes MTU status messages. ...
    In General Downloads: 348

  • pdf
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    MTU Product Release Information: Release 13A

    This docoument describes the new features and enhancements in the MTU 13A release. ...
    In Product Release Information Downloads: 423

  • pdf
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    MTU Messaging Implementation Using MyStandards

    This guide describes how to register for MyStandards. ...
    In General Downloads: 1076

  • pdf
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    MTU Workflows Guide

    A guide that explains the messaging workflows used by the MTU to process margin calls. It also inclu ...
    In General Downloads: 1789

  • pdf
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    MTU Service Description

    This document provides an overview of the Margin Transit Utility (MTU) services and onboarding proce ...
    In General Downloads: 7549

  • pdf
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    MTU Super Access Coordinator Guide

    Use this guide to add and manage users in the MTU as a Super AC. ...
    In General Downloads: 1081

  • pdf
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    MTU Product Release Information: Release 12C

    This document describes enhancements in Release 12C of the Margin Transit Utility Messaging Service. ...
    In Product Release Information Downloads: 645

  • pdf
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    MTU Connectivity User Guide

    This guide explains the connectivity requirements for implementing the Margin Transit Utility. It pr ...
    In General Downloads: 1537

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    MTU and AcadiaSoft Best Practices for Agreement Setup and Onboarding

    This document provides a list of important best practices for MTU clients when setting up their agre ...
    In General Downloads: 714

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CIX100: MTU Foundation Training for Brokers: Using Cross Identified Reference (CIX)

MTU User Foundation Training program for brokers is designed to provide registrants with an in-depth knowledge of how Cross Identified Reference (CIX) works within the Margin Transit Utility (MTU) service and how CIX interacts with ALERT. Course Length: 45 mins

CIX101: MTU Foundation Training for Investment Managers: Using Cross Identified Reference (CIX)

MTU User Foundation Training program for investment managers is designed to provide registrants with an in-depth knowledge of how Cross Identified Reference (CIX) works within the Margin Transit Utility (MTU) service and how it interacts with ALERT. Course Length: 45 min

MTU100: Foundation Training

This MTU curriculum is composed of three modules that will cover navigate,view, search, filter & export standard margin calls and settlement transfer and the last module will cover how to review and take action on statuses & exceptions.

CIX102 - MTU Foundation Training: Using Cross Identified Reference (CIX) for Triparty

The purpose of this module is to give newly onboarded MTU users an understanding of how CIX works within the MTU Triparty Service. This module will be part of an MTU Triparty self-paced curriculum that will help you successfully complete UAT Testing and Go-Live.

MTU200: Margin Transit Utility for Triparty Margin Calls

The MTU Triparty curriculum is composed of four modules that cover the following topics. A overview of the Triparty workflow, how to view, search, filter and take action on Triparty exceptions.

CIX103: MTU Foundation Training – Using CIX for Single-Sided Segregated Release

The purpose of this module is to give newly onboarded MTU users an understanding of how CIX works within the MTU Single-Sided Segregated Release Service.

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