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 ServicesJun 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
DTCC Learning Center Resources
- Open resource: Settlement Framework & Test ScriptsEquities SettlementJun 17, 2026
Settlement Framework & Test Scripts
- Open resource: DTCC Transformation Automated Partial Settlement GuideEquities SettlementJul 14, 2026
DTCC Transformation Automated Partial Settlement Guide
- Open resource: Securities Processing Application ResourcesAsset ServicesJun 30, 2026
Securities Processing Application Resources
Open resource: DTCC Transformation Client Testing DocumentEquities ClearingMar 31, 2025DTCC Transformation Client Testing Document
- Open resource: Securities Transaction Report DocumentationEquities SettlementDec 5, 2025
Securities Transaction Report Documentation
- Open resource: Settlement IS0 20022: Message Flows, Specs, & Supplemental ResourcesEquities SettlementMar 31, 2025
Settlement IS0 20022: Message Flows, Specs, & Supplemental Resources
Open resource: ETF Client Business Requirements For Options Clearing ConnectEquities ClearingApr 21, 2025ETF Client Business Requirements For Options Clearing Connect
Videos
1:00:48Equities SettlementApr 9, 2026DTCC Transformation Insight Series – Settlement Functional Preparation
Equities ClearingMar 27, 2026DTCC is Preparing for a 24x5 Future
1:07:19Equities ClearingFeb 5, 2026Insight Series – 2026 Timeline Changes, Connectivity, Testing, & Resources
- Equities ClearingDec 9, 2025
Virtual – 2026 Changes Timeline, Connectivity, Testing, & Resources
- Equities ClearingOct 8, 2026
Virtual – Roadmaps, Connectivity & Testing
55:23
Equities ClearingJun 16, 2025The Future of Clearing & Settlement Virtual Forum
59:18
Equities ClearingJul 29, 2025The Future of Clearing & Settlement Virtual Forum
- Equities ClearingMay 1, 2025
The Future of Clearing & Settlement Virtual Forum
2:27Equities ClearingMar 31, 2025Modernization: The Key to Driving Our Transformative Success
