Becoming a DTC-Eligible Agent

This web page is designed to facilitate communication with the agent community by providing information and reference documentation that is necessary to interact with DTC.

• DTC-Eligible Transfer Agents

  Agents interested in becoming DTC-eligible must complete and sign the documents referenced below and email them to [email protected]. Once the required documentation is completed, a DTC representative will contact the agent to finalize the request.

  • DTC Operational Arrangements
  • Financial Industry Numbering Standard (FINS)
  • Request to Become a DTC-Eligible Transfer Agent
  • Request to Complete US Tax Form

  
  

  Specific client support e-mail addresses are listed in the Client Center.