MF Info Xchange

DTCC’s MF Info Xchange facilitates and centralizes the delivery and receipt of time-critical mutual fund, bank collective fund and other pooled investment product notifications to reduce risk throughout the communication process.

In the section, you will find all the resources you need to make the most of MF Info Xchange including a user guide and how to videos.  

DTCC’s MF Info Xchange is a centralized communications service for the mutual fund industry. The service facilitates and streamlines the delivery and receipt of time-critical notifications and helps to effectively organize, prioritize and manage events and notifications through a centralized communications center.

  

MF Info Xchange Guides

This series of guides provides you with instructions and technical information needed to use MF Info Xchange through either the API or web-based user interface. 

MF Info Xchange Data Dictionary

Modified September 09, 2024

MF Info Xchange API Capabilities - Technical Guide

Modified September 09, 2024

MF Info Xchange Web User Guide

Modified September 09, 2024

 

MF Info Xchange Video Series

There are two Create Notifications videos: one for Fund clients and one for Firm clients. 

Note: The following videos will open in a new window tab. Close the tab to return to this page.

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MF Info Xchange Web User Guide

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MF Info Xchange API Capabilities - Technical Guide

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MF Info Xchange Data Dictionary

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MF Info Xchange video: How to Create and Distribute Notifications

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How to View and Update Notifications

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How to Use the Notification Approval Workflow

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How to Create Event Notifications as a Firm

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MF Info Xchange video: How to Set Up Distribution Lists

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How to Monitor, View, and Search Event Notifications - For Receivers

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