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The 8 October launch brings account information into Claude, ChatGPT, Grok and Grok Bot. The practical reach depends on the assistant, the consent granted and the client’s jurisdiction, with a marked difference between Claude on the web and Desktop.
The completed 1 October move settled and recreated positions while cancelling open perpetual orders. A reliable reconciliation follows realised P&L, funding, balances, new position entries and the instructions entered afterwards.
The legacy fixed and variable files close on 1 February 2027. DTCC’s current integration guidance supports JSON input through API or MQ, with output available through MQ, making both sides of the transfer workflow part of the migration.
Automatic delivery would follow agent approval, with status history available for reconciliation. Centralised billing would collect agent fees and retain a 5% collection charge on applicable deposits.