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Modern API for streamlined transfers
Our API with webhooks allow you to programmatically process transfers with ease for all asset classes. Our beautiful documentation, SDKs, and hands-on support make integration a breeze.
Learn more about our APIFull transfer (FUL)
Partial transfer (PTR and PTD)
Fail reversal (FRV)
Residual credit (RCR)
Reclaim (RCL)
Position transfer fund (PTF)
Mutual fund cleanup (MFC)
Equities and ETFs
Fixed income
Mutual funds
Options
Alternative investments
Unit investment trusts
Annuities
AI-powered data validation
Bulk transfer support
Robust error handling
Comprehensive documentation
Enterprise-grade security
Sandbox environment
Dedicated support team
Meet your new ACATS command center
For the small number of transfers that GoldenBasis doesn't fully automate, empower your ops team to easily handle exceptions.
Surprisingly easy to integrate
Our expert team becomes an extension of yours, working side-by-side to ensure a seamless integration.
You provision us with access to your ACATS and CBRS services at the DTCC, allowing us to securely process transfers on your behalf.
Our team works closely with yours to hook GoldenBasis into your existing books and records system, ensuring a smooth and secure flow of data between our systems.
We methodically work our way up from initiating our first transfer in your DTCC PSE (test) environment to handling all your account transfers, rigorously testing at each step to ensure exceptional performance.
As you gain confidence in the system, we'll fully automate more and more of your live transfers to enhance client experience, reduce operational cost, and mitigate regulatory risk.
Redefine client onboarding
Leverage GB's APIs and SDKs to transform client onboarding, making it simpler than ever for end clients to add assets.
Our team comes from top financial, tech, and academic institutions
And we're backed by some of the best investors in the world
FAQ
GoldenBasis is made for self-clearing and correspondent clearing firms that are members of the DTCC.
If you're an introducing broker dealer or RIA with over $1 billion in assets, and you're unhappy with how your clearing firm or custodian processes customer account transfers, please schedule time with us below, and we may be able to help.
GoldenBasis is a new way for clearing firms to manage customer account transfers from start to finish. We offer two main components: a powerful set of APIs and an intuitive portal that acts as your transfer command center.
When an end client initiates a transfer, you call our APIs to transmit the necessary information to the DTCC. From there, our APIs manage the entire customer account transfer lifecycle all the way from adding/reviewing assets to sending/receiving cost basis via CBRS post-settlement. We do this by integrating with your DTCC account and your books and records.
GB's portal is your command center for managing customer account transfers. It provides tailored views for both the clearing firm and any correspondents. The portal enables you to monitor all customer account transfers, take action on transfers, and view the complete history of actions taken by operations staff and the system.
GoldenBasis is highly customizable to meet the unique needs of each clearing firm. We understand that clearing firms have their own specific rules and policies regarding customer account transfers such as with margin requirements. We also allow clearing firms to customize their level of automation.
For correspondent clearing firms, we allow your correspondents to set their own firm-specific rules within the system.
Ready to reimagine your account transfers?
Schedule an intro with our founders