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May 04, 2022 An IIEX Case Study: How Global Atlantic Increased Data Exchange...

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May 02, 2022 Harnessing Emerging Technology to Drive Digitization

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Apr 29, 2022 Fund/SERV Enhancements Create Efficiencies for Interval Funds

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Apr 25, 2022 Meet Our New CEO: Three Questions with Frank La Salla

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Apr 25, 2022 A New Beginning: Faster Settlement Processing for Stock Connect

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Feb 18, 2022 Advancing Your Firm with Insurance Data Completeness

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Jan 31, 2022 Bracing for the Rewrites and Refits on the Trade Reporting Horizon

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Jan 26, 2022 Analyzing Threats to Financial Stability

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White Papers

Nov 16, 2021 Data Risks and Best Practices: Observations from DTCC’s Insurance &...

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Nov 09, 2021 DTCC’s Insurance & Retirement Services Recognized for Industry...

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Aug 31, 2021 Addressing Annuity Compliance Challenges with Ebix

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Jun 28, 2021 DTCC Provides First Electronic Certificate of Deposit as Part of...

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Jun 09, 2021 The Insurance Information Exchange (IIEX) Evolution: Product...

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Apr 19, 2021 IIEX & APIs What You Need to Know

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Apr 15, 2021 Advancing ”DTCC.com” Together: Launch of Refreshed Site Showcases New...

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Apr 15, 2021 Evolving from Business Continuity to Full Operational Resilience

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Jan 20, 2021 DTCC’s MF Info Xchange Adds Two Way Communication and New...

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Jan 08, 2021 DTCC’s Insurance Information Exchange (IIEX) Q&A with Barb Smith

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Nov 24, 2020 DTCC’s Mutual Fund Services at SPARK Forum 2020

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Nov 23, 2020 DTCC Launches Pilot Program for New Insurance Information Exchange...

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Jan 29, 2020 4 Ways DTCC’s I&RS Fostered Change in the Industry in 2019

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Jan 15, 2020 5 Ways DTCC Transformed the Industry in 2019

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Oct 08, 2019 Insurance Profile - Available Now to Help Clients with New York’s Reg...

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Nov 28, 2018 DTCC Solves Critical Challenge for Asset Managers with New Insurance...

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Oct 25, 2018 DOL Fiduciary Rule Compliance - An Industry Solution

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Oct 25, 2018 Cloud Computing A Blueprint for Market Infrastructures

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Oct 15, 2018 DTCC to Launch MF Info Xchange to Transform Communications for Mutual...

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Oct 03, 2018 Recent Profile Security Enhancements Increase Accuracy and Timeliness...

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Aug 16, 2018 DTCC Helps Mutual Funds Industry Standardize Communication of...

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Dec 05, 2017 DTCC’s ACATS Modernization Project Dominates Discussions at 2017 CAT...

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Our Stories

Oct 26, 2017 The Last Hurdle to Widespread Cloud Adoption in Financial Services?

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Oct 26, 2017 The Last Hurdle to Widespread Cloud Adoption in Financial Services?

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Oct 04, 2017 DTCC Learning Center Registration and Navigation Guide Now Available

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Oct 04, 2017 DTCC Learning Center Registration and Navigation Guide Now Available

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Jun 26, 2017 DTCC Celebrates 20 Years of Automating the Annuities Marketplace

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May 17, 2017 Mutual Fund Industry Finalizing Plans for T+2 Settlement

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May 17, 2017 Mutual Fund Industry Finalizing Plans for T+2 Settlement

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Apr 19, 2017 DTCC’s Wealth Management Services Delivers Data Transparency Solutions...

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Apr 19, 2017 DTCC’s Wealth Management Services Delivers Data Transparency Solutions...

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Mar 01, 2017 Industry Leaders Endorse DTCC’s Retirement Plan Reporting Solution

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Mar 01, 2017 Industry Leaders Endorse DTCC’s Retirement Plan Reporting Solution

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Feb 02, 2017 Watch the Replay: DTCC’s Webinar on the DOL Fiduciary Rule

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Feb 02, 2017 Watch the Replay: DTCC’s Webinar on the DOL Fiduciary Rule

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Oct 18, 2016 DTCC Systemic Risk Roundtable Discusses the Changing Risk Landscape

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Oct 18, 2016 DTCC Systemic Risk Roundtable Discusses the Changing Risk Landscape

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Oct 12, 2016 Focusing on Best Practices is Key for Cyber Resilience

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Oct 12, 2016 Focusing on Best Practices is Key for Cyber Resilience

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Press Releases

Oct 10, 2016 DTCC to Launch New Insurance Profile Service to Support Compliance...

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Sep 13, 2016 New "Insurance Profile" Service to Support DOL Fiduciary Rule...

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Sep 13, 2016 New "Insurance Profile" Service to Support DOL Fiduciary Rule...

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Sep 07, 2016 Mutual Fund Services Keeps Clients Ahead of the Curve on Money Market...

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Sep 07, 2016 Mutual Fund Services Keeps Clients Ahead of the Curve on Money Market...

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Jul 27, 2016 AIP Issues Summer Client Update

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Jul 27, 2016 AIP Issues Summer Client Update

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Jun 20, 2016 DTCC’s Fund/SERV^®: 30 Years of Advancing the Funds...

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May 12, 2016 New Video Shows Insurers How to Simplify Licensing and Appointment...

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May 12, 2016 New Video Shows Insurers How to Simplify Licensing and Appointment...

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Press Releases

May 10, 2016 DTCC Signs Memorandum of Understanding on Cooperation with KRX

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Apr 25, 2016 Asia Economic Slowdown and Cyber Risk Top List of Financial Industry...

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Apr 20, 2016 Collaboration and Consensus Essential to Harnessing Blockchain

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Apr 20, 2016 Collaboration and Consensus Essential to Harnessing Blockchain

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Apr 19, 2016 Blockchain: The Right Model for the Securities Industry?

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Apr 19, 2016 Blockchain: The Right Model for the Securities Industry?

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Apr 19, 2016 Analyzing the Digital Currency Revolution

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Apr 19, 2016 How Blockchain Differs from Other Disruptive Technologies?

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Apr 19, 2016 Bodson and Masters Discuss Roadmap for Blockchain

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Apr 19, 2016 Analyzing the Digital Currency Revolution

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Apr 19, 2016 How Blockchain Differs from Other Disruptive Technologies?

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Apr 19, 2016 Bodson and Masters Discuss Roadmap for Blockchain

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Apr 19, 2016 IBM’s Cuomo Outlines Keys to Putting Blockchain into Practice

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Apr 19, 2016 From Today to Tomorrow: Building a Roadmap for Blockchain

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Apr 19, 2016 Exploring Blockchain’s Impact on Policy and Risk Management

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Apr 19, 2016 Panelists Discuss the Hype and Reality of Blockchain

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Apr 19, 2016 From Today to Tomorrow: Building a Roadmap for Blockchain

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Apr 19, 2016 IBM’s Cuomo Outlines Keys to Putting Blockchain into Practice

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Apr 19, 2016 Exploring Blockchain’s Impact on Policy and Risk Management

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Apr 19, 2016 Panelists Discuss the Hype and Reality of Blockchain

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Apr 18, 2016 CFTC’s Giancarlo Calls for “Do No Harm” Regulatory Approach

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Apr 18, 2016 CFTC’s Giancarlo Calls for “Do No Harm” Regulatory Approach

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Apr 18, 2016 Blockchain Symposium Audience Poll

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Apr 18, 2016 The Challenges and Opportunities of Distributed Ledgers

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Apr 18, 2016 The Challenges and Opportunities of Distributed Ledgers

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Press Releases

Apr 18, 2016 DTCC's Global Transaction Services Grow From Strength-To-Strength; 16%...

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Apr 13, 2016 DTCC Elects Three New Members to Its Board of Directors at Annual...

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Apr 12, 2016 DTCC Issues 2015 Annual Report

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Apr 12, 2016 DTCC Issues 2015 Annual Report

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Press Releases

Apr 07, 2016 Successful Blockchain Test Completed by Axoni, DTCC, Markit, and Multi...

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Apr 01, 2016 Insurance Distributors Can Tour IFT Access® in New Demo

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Apr 01, 2016 Insurance Distributors Can Tour IFT Access® in New Demo

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Mar 08, 2016 DTCC Blockchain Symposium: Cutting Through The Hype and Uncovering the...

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Mar 08, 2016 DTCC Blockchain Symposium: Cutting Through The Hype and Uncovering the...

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Feb 24, 2016 DTCC Learning Releases Client Roadshow Schedule

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Feb 24, 2016 DTCC Learning Releases Client Roadshow Schedule

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Feb 08, 2016 Systemic Risk Barometer Insights with Mike Leibrock

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Feb 08, 2016 Systemic Risk Barometer Insights with Mike Leibrock

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Feb 03, 2016 DTCC’s Bodson Discusses Cyber Resilience at World Economic Forum

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Feb 03, 2016 DTCC’s Bodson Discusses Cyber Resilience at World Economic Forum

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Feb 01, 2016 New Video Lets Insurance Carriers Test-Drive DTCC’s Producer...

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Feb 01, 2016 New Video Lets Insurance Carriers Test-Drive DTCC’s Producer...

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Jan 20, 2016 Bob Druskin Reflects on Five Years at DTCC

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Jan 20, 2016 Bob Druskin Reflects on Five Years at DTCC

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Additional Resources

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
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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