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Mitigating Risk, Engaging Industry, Advancing Innovation, Improving Efficiency

DTCC Learning Corner: MBSD Trade Lifecycle Activities, ACATS, ETFs and More

By DTCC Connection Staff | Mar 25, 2020

As DTCC’s one-stop shop for learning resources, DTCC Learning (DTCCL) is committed to helping clients optimize their use of DTCC’s suite of products and services through comprehensive education programs that include live and recorded webinars, tutorials, user guides, self-paced training modules and other resources.

Here are some of the highlighted offerings from DTCC Learning.

DTCC Learning Corner

Fixed Income Clearing

MBSD Trade Lifecycle Activities Tutorial


New for February: SPT trade activity is now available! LOG IN to view this narrated interactive learning solution explaining typical MBSD trade lifecycle activities. Then visit the Products & Services > Fixed Income Clearing > Mortgage-Backed Securities Division (MBSD) page and scroll down to the "MBSD Processes" article to learn more!

Equities Clearing

Meeting Notes

View the most recent ACATS Shortened Cycle Meeting Notes that are available in the ACATS Working Group section.

Equities Clearing
Exchange Trade Funds (ETF)

Client Business Requirements Learn more about the Phase 2 initiative by viewing the updated ETF Phase 2: Clearing Enhancements to Support Fixed Income Assets for Corporate, Municipal, and UIT (CMU).

Institutional Trade Processing

Webinars When was the last time you logged into the CTM User Interface (UI) 4.0? Not only does the CTM UI 4.0 have more functionality than ever before, DTCC is also working to build new features and functionality to benefit clients in 2020. Register for one of our webinars - Using the UI 4.0 to match your trades or Using the UI 4.0 to manually enter trades - to learn more.