SDR Codes

The Standardized Data Reprting (SDR) Codes page provides you with the current codes for SDR.  You can download the documents for immediate use as well as create bookmarks to save to your Learning Dashboard.

Standardized Data Reporting (SDR) Transaction Codes

Modified March 28, 2025
 

Standardized Data Reporting (SDR) Reject Codes

Modified March 31, 2025

RECOMMENDED FOR YOU

Standardized Data Reporting (SDR) enables Fund companies and insurance carriers to request and obtain shareholder identity and trading infor…
read more

A matrix level is the level of control on a sub-account provided to a Firm or Fund using Networking.
read more

The Fund/SERV® Codes page provides you with the latest codes for Fund/SERV®. You can download the document for immediate use as well as cr…
read more

The Mutual Fund Services Schedules page provides you with the Time Schedules and Transmissions Schedules across the offerings.  {docma…
read more

The Underlying Firm Symbol (UFS) provides a standard method of identifying intermediaries involved in providing service to a …
read more

Log in to view the NSCC file formats and record layouts for CBRS. CBRS Input Formats View and download the CBRS input formats. {docmanlis…
read more
back to top