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These guides describe how to access and use the Automated Customer Account Transfer Service (ACATS) to transfer customer account assets between firms. Login to view all content in the Learning Center.

For information about the ACATS Web Portal user interface, see the  pdf ACATS DTCC Web Portal User Guide (9.27 MB)  and ACATS online help. For information about the upcoming modernization initiative, see the ACATS Modernization and ACATS Modernization Documents.