Insurance and Retirement Services: Membership

Insurance and Retirement Services: Become an NSCC Member / Add Services

Membership Requirements

In order to utilize DTCC's Insurance Services, clients are required to be members of National Securities Clearing Corporation (NSCC). Certain offerings are also available through DTCC Solutions LLC.

For more information about NSCC Membership, and specifically membership requirements to use DTCC's Insurance Services, please contact insurance@dtcc.com.

Data Services Only (DSO) Membership

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

To apply for DSO Membership, please contact insurance@dtcc.com. Note that firms will also be required to submit a Corporate Resolution and Certificate of Incumbency for Authorized Signers.

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 would like to become a member of Insurance & Retirement Services: