Customer Center
Membership
This section contains information and documentation regarding the membership services offered by DTCC and it's subsidiary companies, including membership requirements and questionnaires, worksheets, and samples.
Qualified Special Representative (QSR) and Correspondent Clearing Services
The Qualified Special Representative is an NSCC Rule 2 full service member who has been granted status for the purpose of locking-in trades for other NSCC members and/or their correspondent. The Correspondent Clearing Service is a trade reporting service that process equity and corporate bond executed by the Special Representative. The Correspondent Clearing (Special Representative) transfers settlement obligations to the correspondents.
Mutual Fund Services
In order to utilize DTCC's Mutual Fund Services, participants are required to be members of National Securities Clearing Corporation (NSCC). NSCC is committed to serving the growing needs of all of its customers. Applicants are asked to satisfy reasonable requirements in order to ensure the financial integrity of the system.Insurance Services
In order to utilize DTCC's Insurance Services, participants are required to be members of National Securities Clearing Corporation (NSCC). Users may alternately apply for a Data Services Only membership, through which smaller independent broker/dealers, banks and trust companies can access Insurance Services for the exchange of information only. Money settlement is not available with the DSO Membership.
OTC Derivatives
This page provides information and requirements on becoming a user of DTCC Deriv/SERV. Further details and forms about becoming a user of AffirmXpress is available from the Deriv/SERV - AffirmXpress Membership section. Please contact your Relationship Manager for individual assistance on the membership process.