Skip to main content

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 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.

  • 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.

    Read More