Automated Customer Account Transfer

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Automated Customer Account Transfer (ACAT)

For transfers of securities from a non-equity trading account to your equity trading account with your broker.

The transfer of securities from one account to another at a separate bank or brokerage. This may be done for any security or derivative: stocks, bonds, options, and futures may all be transferred via ACAT. However, each ACAT occurs over the Automated Customer Account Transfer System, which is only open to institutions eligible for membership in the National Securities Clearing Corpoation and member banks of the Depository Trust Company.

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ACAT	Automated Customer Account Transfer Service

The Cost-Basis Reporting Service is a companion service to DTCC's Automated Customer Account Transfer Service (ACATS).

Cost-Basis Tax Reporting Gets Easier: DTCC and NetWorth Join to Offer ... by Business Wire

NEW YORK -- The Depository Trust & Clearing Corporation (DTCC) has launched an Insurance Processing Service (IPS) capability to its Automated Customer Account Transfer Service (ACATS), an enhancement that will bring greater speed and efficiency to the transfer of annuity account information from one broker/dealer to another.

DTCC Launches ACATS/IPS for Insurance Carriers and Broker/Dealer ... by Business Wire

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