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Transfer of Retirement Assets (ToRA)

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Nov 22, 2024 Mutual Fund Enhancements Provide Client Solutions for Latest...
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Sep 24, 2024 The Market Infrastructure of the Future
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Jul 18, 2024 The Importance of Data Standardization and Centralization for...
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May 17, 2024 Mutual Funds Enhancements Help Clients Navigate T+1 Environment
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May 16, 2024 Smart NAV Pilot Report: Bringing Trusted Data to the Blockchain...
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Mar 13, 2024 DTCC Issues Guide to Prepare Clients for T+1 Conversion Weekend
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Aug 31, 2023 New Functionality in Settlement Processing for Insurance Service (STL)...
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Aug 30, 2023 Celebrating 25 years of Growth with Mutual Fund Profile Security
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Aug 09, 2023 Heard at Ops: Building Partnerships to Shape the Future with Frank La...
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Aug 08, 2023 Preparing Mutual Funds Clients for T+1 Impact
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May 09, 2023 Celebrating DTCC's 50th Anniversary
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Apr 05, 2023 Transformational Forces Shaping DTCC’s Wealth Management Services
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Mar 22, 2023 DTCC’s MF Info Xchange Service Builds Momentum, With 55% Growth in...
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Dec 12, 2022 An Expert’s Take on Self-Regulatory Organization Rulemaking
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Oct 03, 2022 FMIs Have a Crucial Role to Play in Advancing Accessibility of DeFi
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Sep 21, 2022 I&RS Celebrates 25 Years of Innovation, Support and Advancing the...
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Sep 16, 2022 I&RS Celebrates 25 Years of Innovation, Support and Advancing the...
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Aug 26, 2022 Advancing Alternatives Through Industry Partnership
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Jun 06, 2022 Accelerating to T+1: What You Need to Know
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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 A New Beginning: Faster Settlement Processing for Stock Connect
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Apr 25, 2022 Meet Our New CEO: Three Questions with Frank La Salla
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Apr 18, 2022 DTCC Executives to Speak at SIFMA Ops 2022
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Apr 14, 2022 With Financial Sector Cyber Risks Soaring, What Are Your Options?
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Apr 12, 2022 DTCC 2021 Annual Report: Delivering Value by Driving Progress
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Apr 06, 2022 Accelerating to T+1: Exploring the Industry Impact
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Apr 05, 2022 The Increasing Focus on Third Party Risk Management
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Mar 22, 2022 Under the Hood: Transforming Infrastructure for Private Markets
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Mar 16, 2022 Perspectives on Shifting Investing Strategies in the New Digital World
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Mar 09, 2022 The Blockchain 50: DTCC Recognized as DLT Leader
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Mar 09, 2022 2022 DTCC Forum
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Mar 07, 2022 EU Digital Operational Resilience: The Path to Enhanced Resilience
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Feb 28, 2022 DLT in the Real World: How Blockchain is Transforming the Private...
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Feb 18, 2022 Advancing Your Firm with Insurance Data Completeness
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Feb 16, 2022 Approaching the Digital Asset Ecosystem
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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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Nov 30, 2021 Four Things You Didn’t Know About DTCC’s API Marketplace
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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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Jul 14, 2021 Replacement Processing: Evolve Your Settlement Processes or Get Left...
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Jul 13, 2021 Operational Resiliency in the Post-Pandemic World
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Jul 02, 2021 DTCC During Market Turmoil
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Press Releases

Jun 28, 2021 DTCC Provides First Electronic Certificate of Deposit as Part of...
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May 19, 2021 Access Your DTCC Learning Dashboard in One Click
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Apr 14, 2021 DTCC Publishes Its 2020 Annual Report: Architects of Innovation
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Feb 19, 2021 DTCC Forum: Challenges and Opportunities in Global Post-Trade in 2021
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Jan 26, 2021 Five Ways to Transform Industries and Kickstart Growth
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Jan 21, 2021 A CFO’s Lessons Learned from Managing Through the Pandemic
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Press Releases

Jan 20, 2021 DTCC’s MF Info Xchange Adds Two Way Communication and New...
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Jan 19, 2021 COVID-19: Impact and Implications for Financial Market Infrastructures
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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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Sep 18, 2020 How They Connect: Mutual Fund Profile Service II & MF Info Xchange
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Jan 15, 2020 5 Ways DTCC Transformed the Industry in 2019
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Additional Resources

  • FPO

    ToRA

    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!

    Overview

  • Legal

    Download legal information about ToRA, a functionality of Fund/SERV to increase processing efficiency and lower the cost of transfers.

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  • Client Center

    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.

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