• ACATS - Fund/SERV

    ACATS enables eligible participants to efficiently and automatically enter, review, and settle the transfer of customer accounts between each other. The service standardizes transfer procedures, reduces operating costs, and speeds transaction settlements. ACATS enables the transfers of many different types of assets, including, but not limited to, equities, corporate and municipal bonds, unit...
  • CNS ACATS DTC

    In response to events relating to the close-out of Lehman Brothers in 2008, NSCC and DTC have been engaged with the industry in a series of initiatives designed to improve the efficiency and reduce risks associated with transactions processed through NSCC’s Automated Customer Accounts Transfer service (“ACATS”). Previous initiatives focused on CNS-eligible and mutual fund ACATS...
  • 1. Are These Changes Optional?

    No. The changes associated with this project are not optional. If your firm is an ACATS participating broker-dealer, you will have to make these changes.
  • Automated Customer Account Transfer Service (ACATS)

    Getting Started To learn about the Automated Customer Account Transfer Service (ACATS), watch the ACATS Overview webcast series. View the menu on the left for ACATS documentation, including ACATS Working Groups and ACATS Documentation, which includes Important Notices, User Guides, Membership Documents, Record Layouts, and ACATS Modernization. Log in to view ACATS content in the...
  • ACATS Documentation

    This section is dedicated to Automated Customer Account Transfer Service (ACATS) important notices, membership documents, user guides, record layouts, and other technical documentation. You can also access information about ACATS modernization. If you are unable to access information, login to your DTCC Learning Center account. ACATS Modernization ACATS Important Notices ACATS Membership...

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