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This web page is designed to facilitate communication with the agent community by providing information and reference documentation that is necessary to interact with The Depository Trust Company (DTC).

Agent Services is the entry point for transfer agents at DTC. In order to establish a relationship with DTC, agents must first become DTC-eligible. The links below provide information and documentation that agents must complete in order to become DTC-eligible agents, FAST agents, and eligible for DTC's Direct Registration System (DRS). The Issuer Services link provides access to an array of central communication and information resources for depository-eligible securities that facilitate outreach by issuers to shareholders.

Agent Services

In order to interact and communiate with DTC, agents must first become eligible in DTC's system.

FAST is a contract between DTC and transfer agents whereby FAST agents act as custodians for DTC.

The Direct Registration System (DRS) enables investors to elect to hold their assets in book entry form directly with the issuer by leveraging DTC’s connectivity with FAST transfer agents.

Agents can find important forms and reference information about corporate actions that are designed to facilitate their timely and efficient processing.

Additional Resources

  • News

    View the latest News and Insights, Whitepaper and Press Releases.

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  • Legal

    Get all the legal information about the latest Importance Notice, SEC Rule Filing, Rules and Procedures, Issue Eligibility, Policy and Compliance and Financial Statement.

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  • Support

    Contact Sales and Support, Access to Client Directories or become a Member?

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DTCC Learning offers comprehensive, fast-track training for DTCC customers of financial services organizations who are looking to expand their expertise and abilities in using the post-trade processing products and services provided by DTCC’s subsidiaries.

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