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MFS Cross Product

February 08, 2023

Welcome! In this section of the Learning Center you will find resources that support features, functionality and best practices that apply across multiple MFS products and services. Scroll down to read the brief descriptions and click Learn more to go to the related page.

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This MFS Cross Product page provides information for the following:

New Account / Account Maintenance Transparency Enhancements – Best Practices
Cost Basis Reporting Service (CBRS) Supplemental Guide for Mutual Funds
Interval Funds: Repurchase Processing User Guide & Best Practices
Matrix Levels
Money Market Fund Reform
Trust Processing
Underlying Firm Symbol (UFS)

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Mutual Fund Services by Fund

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Mutual Fund Services by Firm

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Trust Processing Contact List

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Underlying Firm Symbol (UFS) List

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Money Market User Guide

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UFS Deletions and Modifications List

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Social Codes

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State Codes

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Underlying Firm Symbol (UFS) Guide

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Trust Processing Best Practices

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Chapter 4 Status Codes

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Country Codes

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Interval Funds: Repurchase Processing User Guide & Best Practices

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Matrix Level Guide

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Cost Basis Reporting Service (CBRS) Supplemental Guide for Mutual Funds

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New Account / Account Maintenance Transparency Enhancements – Best Practices

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UFS Request and Maintenance Form

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