Engaging Industry

DTCC Learning Corner: ACATS, ETFs, CTM™ and More

By DTCC Connection Staff | Sep 30, 2019

As DTCC’s one-stop shop for learning resources, DTCC Learning (DTCCL) is committed to helping clients optimize their use of DTCC’s suite of products and services through comprehensive education programs that include live and recorded webinars, tutorials, user guides, self-paced training modules and other resources.


Here are some of the highlighted offerings from DTCC Learning.

DTCC Learning Corner
Equities Clearing

ACATS Modernization Testing

Need to Know
Guide

View testing guidelines and test cases for the upcoming shortened cycle release.



Equities Clearing
Exchange Trade Funds (ETF) Industry Working Groups Agenda

New!
Industry Working Group Agenda 

View the Exchange Trade Funds (ETF) Industry Working Groups Agenda for the October 9, 2019 meeting.


Equities Clearing
CBRS User Guide version 8.0

Updated!
Guide
Learn more about the Cost Basis Reporting Service (CBRS) system to help mitigate manual businesses processes.

Fixed Income
Sponsored Service

New!
Learning Center Category

Learn about sponsored membership at the Government Securities Division (GSD) of FICC which offers eligible clients the ability to engage in FICC-cleared cash lending and cash borrowing transactions in U.S. Treasury and Agency Securities and outright purchases and sales of such securities.


Fixed Income MBSD Trade Lifecycle Activities

New!
Infographic

Learn about typical trade lifecycle activities for a variety of TBA trades at MBSD with this new, high-level pictorial. Look for it in the MBSD Processes article accessible via the Mortgage-Backed Securities Division (MBSD) page. Coming soon - multiple interactive walkthroughs complete with voice over!

Institutional Trade Processing
Supporting US Trades on CTMTM

New!
Learning Center Resource

Supporting US trades via CTM is the 1st evolutionary step to a more seamless, automated trade matching and confirmation platform. Get access to all our learning resources to facilitate your move from OASYS to CTM.
Institutional Trade Processing
New user UI training on CTMTM and ALERT®

Register Today!
Webinar

Are you a new user of CTM or ALERT? Or do you have new team members who need to learn more about how to use these services? If so, register for one of our complimentary webinars to help get started with using the UI.

Derivatives
GTR EU Certification Program

New - Enroll Now!
Course

DTCC Learning’s Global Trade Repository (GTR) EU Certification program provides registrants with an in-depth knowledge of the GTR and how it facilitates regulatory reporting of derivatives transactions under ESMA (EMIR RTS 2).


Derivatives

MTU100: MTU Foundation Training for Brokers: Using Cross Identified Reference (CIX)

New - Enroll Now!
Course

MTU User Foundation Training program for brokers is designed to provide registrants with an in-depth knowledge of how Cross Identified Reference (CIX) works within the Margin Transit Utility (MTU) service and how CIX interacts with ALERT. Course Length: 45 mins.

Derivatives

MTU101: MTU Foundation Training for Investment Managers: Using Cross Identified Reference (CIX)

New - Enroll Now!
Course

MTU User Foundation Training program for investment managers is designed to provide registrants with an in-depth knowledge of how Cross Identified Reference (CIX) works within the Margin Transit Utility (MTU) service and how it interacts with ALERT. Course Length: 45 min.

Derivatives

GTR APAC Portal online help

Updated!
Help

The Global Portal Help tool is designed to give users a searchable library of topics on how to use the GTR Global Portal to successfully view and utilize the trade data information they have submitted. 


Derivatives

EMIR Portal Insights And Top Tips

New!
Learning Center Resource


EMIR Portal Insights and Top Tips introduces various interface functionalities as well as common trade data challenges and how to solve them.

Insurance & Retirement Services

IFT Access BDofRC video: How to Complete a Qualified Custodial to Custodial or Qualified Non-Custodial to Custodial Broker Dealer of Record Change

New!
Video

The IFT Access Broker Dealer of Record Change (BDofRC) option automates the process of sending financial institution change requests and receiving confirmations. This 2nd video of the IFT BDofRC video series walks you through the steps required to complete a custodial to custodial Broker Dealer of Record Change transaction. 


Mutual Fund Services

MF Info Xchange How-To Video series: How to Set Up Distribution Lists

New!
Video

The MF Info Xchange standardizes the delivery and receipt of time-critical notifications, such as corporate actions, service disruptions, and other critical alerts on a single platform. Watch these three how-to videos to learn how to create, maintain, and distribute event notifications to your selected business partners through the MF Info Xchange portal. 
 


Mutual Fund Services

MF Info Xchange How-To Video series: How to View and Update Notifications

New!
Video

The MF Info Xchange standardizes the delivery and receipt of time-critical notifications, such as corporate actions, service disruptions, and other critical alerts on a single platform. Watch these three how-to videos to learn how to create, maintain, and distribute event notifications to your selected business partners through the MF Info Xchange portal. 



Mutual Fund Services

MF Info Xchange How-To Video series: How to Create and Distribute Notifications

New!
Video

The MF Info Xchange standardizes the delivery and receipt of time-critical notifications, such as corporate actions, service disruptions, and other critical alerts on a single platform. Watch these three how-to videos to learn how to create, maintain, and distribute event notifications to your selected business partners through the MF Info Xchange portal. 




Settlement

Inventory Management System

New!
User Guide

The Inventory Management System is a single point of entry for all trade-related input into the settlement system from customers, central matching utilities, service bureaus, including trade-related net settlements from CNS. This newly updated IMS guide explains all the options available to withhold some or all deliveries from the processing system and release them to DTC in the desired order for settlement.



Asset Services

ClaimConnectTM Learning Center

New!
Learning Center Section


ClaimConnect™ is a new system being built by Asset Services to pair up unmatched cash claims. The ClaimConnect™ Learning Center is a repository for User Guides, FAQs, project call decks, infographics, and other helpful documentation dedicated to this project. 




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