Equities ClearingMay 14, 2026
Resources
Resources
Explore the Transformation
Explore our comprehensive resources that showcase our enterprise-wide transformative journey. Join us as we collaborate with the industry to lead the charge into an innovative new era at DTCC.
Key Assets
Open resource: Functional Change Document
Download Clearing-Transformation-Client-Roadmap.pdf: Equities Clearing Transformation RoadmapEquities ClearingAug 12, 2026Equities Clearing Transformation Roadmap
Download Settlement-Transformation-Client-Roadmap: Settlement Transformation RoadmapEquities SettlementFeb 27, 2026Settlement Transformation Roadmap
- Download asset-services-client-roadmap_F2B1AD0F3DC349B5A1F43996427EF15E.pdf: Asset Services Transformation RoadmapAsset ServicesSep 30, 2026
Asset Services Transformation Roadmap
Open resource: Client Testing DocumentEquities ClearingFeb 2, 2026Client Testing Document
Open resource: Functionality Client ChecklistAsset ServicesAug 6, 2026Functionality Client Checklist
Download settlement-client-milestone-checklist_D32E90385F714353AA16CEC42948F93E.pdf: Settlement Milestone Client ChecklistEquities SettlementMar 4, 2026Settlement Milestone Client Checklist