DTCC's ToRA is a service for transferring retirement funds, values of shares, and other mutual fund assets from one mutual fund company to another. Learn more!
Download legal information about ToRA, a functionality of Fund/SERV to increase processing efficiency and lower the cost of transfers.
Get the record layouts and supporting technical documentation for DTCC's Transfer of Retirement Assets (ToRA). Don't hesitate to contact us at 1-888-382-2721 for support.