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Attention: As we continually strive to improve our client experience through our products, we are offering our CUSIP data accessible through our Insurance and Information Exchange (IIEX) product. Information via a straight through process will be updated nightly bringing you more real time delivery of data. As a result, this CUSIP report will sunset effective early January 2023. To learn more about using IIEX to access this data, please contact your Relationship Manager or email [email protected] . Thank you.



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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
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    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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  • Client Center

    Get access to documentation and information necessary for ACATS/IPS (Automated Customer Account Transfer Service/ Insurance Processing Service). Contact us here.

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