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.
I am a current member of Insurance & Retirement Services
I am already a member looking to use a specific product
I would like to become a member of Insurance & Retirement Services
I am looking for either a full or a limited membership (i.e., Data Services Only)