CDS ATON™ DEALER PRACTICES GUIDE
The Account Transfer Online Notification (ATON™) service, operated by CDS Clearing and Depository Services Inc., facilitates the automated exchange of client account information, cash and securities between users of the service, i.e. financial intermediaries, including broker-dealers and other regulated financial firms. Using ATON to facilitate transfers of client portfolios translates to improved customer services.
The CDS ATON Dealer Practice Guide, now available online, has been prepared by ATON users for ATON users to maximize the operational efficiencies and other benefits that ATON can deliver to industry. To access the guide, click here.
If you have any questions, please contact Jack Rando.