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Explore the Transformation

Explore our comprehensive resources and files that showcase our transformative journey in Clearing & Securities Services. Join us as we collaborate with the industry to lead the charge into an innovative new era at DTCC.

Key Assets

DTCC Transformation Client Testing Document

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Functional Change Document

Functional Change Document

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DTCC Transformation: Settlement Milestone Client Checklist

DTCC Transformation: Settlement Milestone Client Checklist

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DTCC Transformation Functionality Client Checklist

DTCC Transformation Functionality Client Checklist

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Recent Event Replay

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DTCC Transformation Insight Series: Settlement Functional Preparation - April 9th, 2026

DTCC experts shared insights on Settlement functional preparation, outlined readiness considerations and supporting resources, followed by a live Q&A session.

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Articles
Demystifying Partial Settlement - Read More on DTCC Connection

Ask the Expert: Demystifying Partial Settlement

June 5, 2026
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Documents
View the Settlement Framework & Test Scripts

Settlement Framework & Test Scripts

June 17, 2026
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Documents
Discover the NSCC Schedule of Trade Processing Timeframes
Equities Clearing and Settlement on DTCC.com

NSCC Schedule of Trade Processing Timeframes Equities Clearing and Settlement

June 16, 2026
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Documents
Discover the Client Resources List on DTCC.com

DTCC Transformation Client Resources List

June 2, 2026
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Documents
TradeSuite ID® Enhancements- Discover the enhancements on DTCC.com.

TradeSuite ID® Enhancements

June 6, 2026
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Articles
NSCC’s Central Clearing Capabilities Expanded to Support Options Based ETFs - Read the press release on DTCC.com.

NSCC’s Central Clearing Capabilities Expanded to Support Options Based ETFs

May 19, 2026
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Videos & Replays
DTCC Transformation Insight Series – Settlement Functional Preparation – April 9

DTCC Transformation Insight Series – Settlement Functional Preparation

April 9, 2026
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Articles
Post-Trade In A Market That Never Sleeps

Post-Trade In A Market That Never Sleeps

March 30, 2026
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Documents
CTM® and TradeSuite ID® Operational Dashboards

CTM® and TradeSuite ID® Operational Dashboards

March 27, 2026
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Videos & Replays
Equities Clearing & Settlement Transformation Functional Change Document

DTCC is Preparing for a 24x5 Future

March 27, 2026
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Documents
DTCC SDX Quick Start Guide

DTCC SDX Quick Start Guide

April 13, 2026
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Articles
Focused on Strengthening the Financial System

Focused on Strengthening the Financial System

March 09, 2026
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Article
Tokenization Service

DTC to Offer Tokenization Service Following SEC No-Action Letter

March 02, 2026
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Document
Equities Clearing Transformation Roadmap

Equities Clearing Transformation Roadmap

April 27, 2026
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Document
Settlement Transformation Roadmap

Settlement Transformation Roadmap

Febraury 27, 2026
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Articles
DTCC Launches Data Applications to Deliver Enhanced Equities Data Analytics

DTCC Launches Data Applications to Deliver Enhanced Equities Data Analytics

March 02, 2026
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Document
DTCC Transformation Client Testing Document

DTCC Transformation Client Testing Document

 
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Videos & Replays
2026 Timeline Changes, Connectivity, Testing, & Resources – Feb 5 Virtual Event

DTCC Transformation Insight Series – 2026 Timeline Changes, Connectivity, Testing, & Resources

Feb 05, 2026
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Videos & Replays
December Virtual Forum

Virtual – 2026 Changes Timeline, Connectivity, Testing, & Resources

December 09, 2025
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Articles
The Shift to 24x5: What It Means for U.S. Equity Markets

The Shift to 24x5: What It Means for U.S. Equity Markets

December 04, 2025
Press Release View Report
Documents
The Shift to 24x5 Trading: Executive Summary

The Shift to 24x5 Trading: Executive Summary

December 12, 2025
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Documents
Setting The Stage For 24X5: Insights from DTCC’s Survey

Setting The Stage For 24X5: Insights from DTCC’s Survey

March 02, 2026
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Document

Securities Transaction Report Documentation

 
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Articles
Getting Asia-Pacific Ready for 24x5 Trading

Getting Asia-Pacific Ready for 24x5 Trading

October 28, 2025
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Articles
Comprehensive Clearing & Settlement Transformation Initiative

Comprehensive Clearing & Settlement Transformation Initiative

October 22, 2025
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Videos & Replays
Equities Clearing & Settlement Transformation Functional Change Document

Virtual – Roadmaps, Connectivity & Testing

October 08, 2025
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Videos & Replays
Equities Clearing & Settlement Transformation Functional Change Document

The Future of Clearing & Settlement Virtual Forum

July 29, 2025
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Document
DTCC Transformation Overview and Current vs Future State

DTCC Transformation Overview & Current vs Future State

March 02, 2026
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Articles
Preparing for 24x5 U.S. Equities Trading

Preparing for 24x5 U.S. Equities Trading

September 24, 2025
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Articles
ACATS Transformation is Underway

ACATS Transformation is Underway

September 16, 2025
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Document
Clearing Client Interfaces

Clearing Client Interfaces

May 08, 2026
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Document
UTC 24x5 Extended Trading Hours

UTC - 24/5 Extended Trading Hours

March 24, 2026
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Document
Settlement Client Interfaces

Settlement Client Interfaces

May 05, 2026
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Document
ACATS Enhancements

ACATS Enhancements

May 05, 2026
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Document
CNS Exemptions

CNS Exemptions

May 05, 2026
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Document
Partial Settlement

Partial Settlement

May 05, 2026
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Document
ETF Expansion with OCC

ETF Expansion with OCC

May 05, 2026
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Document
Reintroduction & Drop Processing

Reintroduction & Drop Processing

May 05, 2026
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Document
Reclaims

Reclaims

May 05, 2026
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Document
PEND Processing (Recycle)

PEND Processing (Recycle)

May 05, 2026
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Document
Expanded Member Messaging

Expanded Member Messaging

May 04, 2026
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Document
Deliver Authorization and RAD Approval

Deliver Authorization & RAD Approval

May 05, 2026
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Document
Equities Clearing & Settlement Transformation Functional Change Document

Settlement IS0 20022: Message Flows, Specs, & Supplemental Resources

 
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Document
Equities Clearing & Settlement Transformation Functional Change Document

Functional Change Document

May 14, 2026
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Document

ETF Client Business Requirements For Options Clearing Connect

 
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Document
Data Center Rotations Test Plan

Data Center Rotations Test Plan

May 05, 2026
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FAQ
Client Interfaces FAQs

Client Interfaces FAQs

May 11, 2026
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FAQ
UTC Release FAQ

UTC 24x5 Trade Processing FAQs

May 11, 2026
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FAQ
DTCC Settlement Transformation FAQ

DTCC Settlement Transformation FAQs

May 11, 2026
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FAQ
Equity Clearing Transformation FAQs

Equity Clearing Transformation FAQs

May 11, 2026
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Article
DTCC Connection - Brian Steele

DTCC Wins Industry Award for "Best in Clearing"

June 18, 2025
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Article
DTCC Connection - Val Wotton

DTCC’s Equities Clearing and Settlement Business Embarks on a Transformational Journey

April 09, 2025
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Videos & Replays
The Future of Clearing & Settlement Services Virtual Forum

The Future of Clearing & Settlement Virtual Forum

June 16, 2025
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Videos & Replays
Modernization: The Key to Driving Our Transformative Success

The Future of Clearing & Settlement Virtual Forum

May 01, 2025
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Videos & Replays
Modernization: The Key to Driving Our Transformative Success

Modernization: The Key to Driving Our Transformative Success

 
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