This website sets cookies on your device. By continuing to use our site, you consent to our use of cookies in accordance with our Privacy Policy.
Menu Learning Center
0.00 ( 0 votes )

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 ACATS DTCC Web Portal User Guide and ACATS online help. For information about the upcoming modernization initiative, see the ACATS Modernization and ACATS Modernization Documents.