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ALERT ASSIsT Buy-Side FAQs

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Please complete the registration form at www.dtcc.com/data-services/alert-assist-registration. Once submitted, a representative from the DTCC will contact you regarding the next steps.

If you have questions or would like to discuss this before completing the registration form, please contact This email address is being protected from spambots. You need JavaScript enabled to view it. and a member of our regional sales team will get back to you.

To complete the registration form, please follow the below guidance:

Field Name Comment
Company Legal Name This should be the parent-level Legal Entity Name
Company Name  This should be the affiliate/branch name. If the same as Company Legal Name, please duplicate this information
Company Number (or equivalent) Legal Entity Identifier (LEI)
Name of Your Broker/Referrer If you were referred to this service by a DTCC representative, please enter DTCC
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Each entity that uses the ALERT platform is identified by an acronym. The acronym is used for both the storage of SSIs and account information (for both buy-side and sell-side) and for the permissioning of access (for the sell-side).

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We will complete our compliance checks and set up an acronym within 48 hours, meaning that we're ready to start loading data from this point. The length of time to load your data will depend on the number of accounts you have, if you want to leverage the existing SSIs of a custodian or prime broker and the timeliness in the communication of data and the provision of responses to DTCC queries. To discuss more specific timeframes based on your own data and circumstances, please speak to the ALERT ASSIsT team.

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The Access Code is the identifier assigned to an account by the investment manager. It has a maximum length of 12 characters and can contain digits 0-9 and uppercase alphabetic characters A-Z.

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Any changes to SSI or account information and requests to permission broker access should be communicated to This email address is being protected from spambots. You need JavaScript enabled to view it.. These changes will be actioned by the DTCC within 24 hours of receipt.