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This provides access to documentation and information necessary for Insurance & Retirement Services' (I&RS) customers to implement I&RS products.

TRAINING & DOCUMENTATION

Additional Resources

  • FPO

    ACATS-IPS

    DTCC's ACATS/IPS is an automated customer account transfer and insurance processing service that automates changes when clients transfer accounts. Learn more!

    Overview
  • News

    Check out the latest news about ACATS/IPS (Automated Customer Account Transfer Service/ Insurance Processing Service). Visit the website to learn more.

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  • Legal

    Download the legal information about ACATS/IPS which improves customer service by automating the exchange of information between distributors and carriers. Learn more.

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