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To access ACATS resource, login to the DTCC Learning Center site to view the Automated Customer Account Transfer Service (ACATS) section. To get the most out of the Learning Center, take a quick tour by viewing the interactive Learning Center Navigation Guide.

If you have issues logging into the ACATS system or need further assistance, contact DTCC Client Support by calling 1 888–382–2721 and following the prompt for product support. You can also contact your DTCC Relationship Manager or obtain general assistance by visiting the DTCC Client Center.

Additional Resources

  • FPO

    ACATS

    ACATS system is a program that automates and standardizes procedures for the transfer of assets in a customer account from one brokerage firm or bank to another.

    Overview
  • News

    See the latest news updates about Automated Customer Account Transfer Service system which centralizes, automates, and accelerates the transfer of customer accounts.

    Read More
  • Legal

    Download the legal information about the ACATS system (Automated Customer Account Transfer Service) providing customer account automation. Learn more about DTCC services.

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