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Registration Information - UW Source & Underwriting Central

The Underwriting eligibility request platforms, UW SOURCE (which also provides access to the New Issue Information Dissemination System, “NIIDS”) and Underwriting Central (UWC) can be accessed by logging in through the “DTCC Web Portal”: https://portal.dtcc.com.

Registration for both applications are controlled through the assignment of Super Access Coordinators (“Super ACs”). The Super AC is given access to DTCC’s Customer Registration System (“CRS”), which will allow the Super AC to register themselves to the Underwriting application(s) as well as register other users at their firm.

Firms that do not have a Super AC must execute a "Super Access Coordinator Authorization Form for DTCC Systems," and designate at least two individuals at their firm as Super ACs.

Underwriting Central (UWC) enables clients to submit Retail CDs for eligibility using the electronic certificate model. If your firm submits Retail CDs for eligibility, you may require access to both UW SOURCE & UWC. Please specify on the Super AC form if you require access to both UWC & UW Source.

For more information about UWC visit: https://www.dtcc.com/underwriting-central/index

Please note that the registration process takes up to 48 hours to complete once all required documentation is received by DTCC.

Registration Procedures for Firms without Super ACs for UW Source

Participant Registration (Firms using their Participant Account to request eligibility):

1. Establish at least two Super ACs.

- Contact entitlements@dtcc.com, UWCPM@dtcc.com or your Account Manager to obtain and execute a Super AC form.
- Once the Super AC registration has been processed they will receive an email with login instructions and credentials from crsunmonitored@dtcc.com.

Correspondent Registration (Firms utilizing another firm’s Participant Account to request eligibility):

1. Establish at least two Super ACs.

- Contact entitlements@dtcc.com to execute a Super AC form Correspondent packet
- Once the Super AC registration has been processed they will receive an email with login instructions and credentials from crsunmonitored@dtcc.com.

Registration Procedures for Participant with Super ACs

1. Individual users should contact the Super AC at their firm to register for the specific asset classes and environments they wish to access.

2. If their Super ACs do not have the UW SOURCE or Underwriting Central product in CRS, they can send an email to entitlements@dtcc.com to have either product added.

Once Super ACs receives administrative rights to the Underwriting application(s), they can then register additional users at their firms.

Please contact the Global Entitlements Management team via email to entitlements@dtcc.com with any questions.

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