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MFS Cross Product

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)

 

Trust Processing Contact List

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Mutual Fund Services by Firm

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Mutual Fund Services by Fund

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Underlying Firm Symbol (UFS) List

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UFS Deletions and Modifications List

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UFS Request and Maintenance Form

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New Account / Account Maintenance Transparency Enhancements – Best Practices

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Money Market User Guide

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Matrix Level Guide

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Underlying Firm Symbol (UFS) Guide

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Trust Processing Best Practices

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Interval Funds: Repurchase Processing User Guide & Best Practices

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

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DTCC Mutual Fund Services Webinar - Money Market Reform Enhancements

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Communicating Negative Rate & Share Cancellation Activity for CNAV Money Market Funds: Best Practices

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Country Codes

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State Codes

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Social Codes

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Chapter 4 Status Codes

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