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Web Portal Registration

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Instructions are available on the portal website:

  1. Log in to the portal website (https://portal.dtcc.com).
  2. Launch CRS.
  3. Agree to the Terms of Service.
  4. In the DTCC Portal, click the “Insurance & Retirement Services Learning Center” link under Documentation to open the I&RS Learning Center in a new window.

Under Membership, select I&RS Access Coordinators to access the I&RS Super Access Coordinator Guide and supporting simulations.

Notes
  • Clicking the learning center link opens a new window and gives you access to the full I&RS Learning Center. It does not log you out of the DTCC Portal.
  • Access to the full I&RS Learning Center without logging in through the DTCC Portal requires registration for the learning center.

 

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The portal website lists your company’s SACs.

  1. Log in to the portal (https://portal.dtcc.com).
  2. Click the “Click here to find Access Coordinators at your company” link on the far right side of the page.
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Contact your account manager for more information. If you do not know who your account manager is, send an email to This email address is being protected from spambots. You need JavaScript enabled to view it..

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Contact your account manager for more information. If you do not know who your account manager is, send an email to This email address is being protected from spambots. You need JavaScript enabled to view it..

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If your company has multiple legal entities with DTCC, it is possible that the user you created has an existing login ID under a different entity. Because you can only view users under your own entity, you cannot see their profiles. In these instances, create an ID using an alternate username. It is not necessary for usernames to match their email addresses.