Becoming a DTC-Eligible Agent

This web page is designed to facilitate communication with the agent community by providing information and reference documentation that is necessary to interact with DTC.

DTC-Eligible Transfer Agents

Agents interested in becoming DTC-eligible must complete and sign the documents referenced below and email them to taservices@dtcc.com. Once the required documentation is completed, a DTC representative will contact the agent to finalize the request.

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