Note: Regulatory Membership Requirement

In order to use DTCC's Insurance & Retirement Services for Clearing via National Securities Clearing Corporation (NSCC), participants are required to be members of NSCC.

Data Services Only (DSO)
Users may alternately apply for a Data Services Only (DSO) membership, through which smaller independent broker/dealers, banks and trust companies can access the DTCC connection for the exchange of information only. Money settlement is not available with the DSO Membership.

Choose a Service Option

Subscribing to DTCC Insurance & Retirement Services begins with providing basic information using a form on this website. To begin, choose the service option below that you need.