DTCC recently launched a new Client Onboarding Hub, designed to make Indirect Participant onboarding easier, faster and more transparent for GSD Sponsoring Members and Agent Clearing Members. This innovative Hub is now accessible to authenticated users as a new tile in the MyDTCC portal, providing a centralized, efficient onboarding process well in advance of the December 2026 deadline for U.S. Treasury cash clearing.
The new Onboarding Hub offers increased transparency and basic reporting functionality, and further reduces manual effort. Some of the features and functions include:
- Self-Service Web Forms: Sponsoring Members and Agent Clearing Members can add Sponsored Members and Executing Firm Customers and monitor the onboarding progress in real-time.
- DocuSign Integration: Secure electronic agreement management helps reduce errors and streamlines document submissions.
- Automated Workflows: Enhanced automation is expected to reduce onboarding timelines and minimize manual data entry.
- Reporting: Ability to export onboarding applications and requests, including request details.
“We are excited to offer a streamlined, quick and seamless onboarding experience for our intermediary members,” said Jane Kotlyar, FICC Client Success Management Director. “Ease of use, application status transparency and the self-guided nature of the Onboarding Hub allow the end user to have control over their requests and to retain visibility into the overall onboarding process. We know that many clients are targeting the December 2026 deadline for the expanded U.S. Treasury cash clearing, and we are glad that the new Onboarding Hub will address this need and vastly facilitate the Indirect Participant onboarding process.”
Following last year’s client virtual event, Onboarding for US Treasury Clearing, DTCC conducted client walkthroughs of the Onboarding Hub earlier this spring. DTCC is offering additional Onboarding Hub demos, with the next one available on July 22, 2026, at 2 PM. Click here to register.
For further information about Onboarding for U.S. Treasury Clearing, please visit USTClearing.com. If you have any questions, please contact your DTCC Relationship Manager or the FICC Integration Team.