Becoming a Clearstream client
Learn about eligibility requirements, necessary documentation and the application process for Clearstream Banking S.A. and Clearstream Europe AG.
About Clearstream
Who We Serve
Complex institutions trust Clearstream’s expertise, scale, and reliability to master the most complex post-trade challenges.
Since its founding over 50 years ago, Clearstream has been a trusted global player across the post-trade value chain. Serving complex institutions with complex needs requires a strong understanding and optimal execution. Our vision is to create the leading securities and funds servicing ecosystems of tomorrow jointly with our clients and partners.
Global Custodians
Enhance your asset servicing and market access
Key requirements
- Reliable access to international financial markets: As a global custodian, you depend on efficient and secure connectivity to a wide range of markets and issuers to support your clients’ cross-border investment activities.
- Robust safekeeping and settlement services: Managing large volumes of securities or funds across jurisdictions demands streamlined solutions for timely and accurate settlement.
- Efficient asset servicing: Your operational efficiency and client trust hinge on accurate handling of entitlements, tax reclaims, income events, and corporate actions.
- Integrated liquidity and financing solutions: Optimized cash management with global funding and financing services such as triparty repo and securities lending is key for an efficient exposure management.
Our solutions
With Clearstream’s comprehensive post-trade services, you gain streamlined access to safekeeping, settlement, and corporate actions processing across a global network. Rely on highest safety standards and full regulatory compliance for managing the entire securities and funds life cycles.
Your benefits
- Seamless access to a large number of funds and securities in markets worldwide, including all T2S markets, via a single gateway
- Reduced complexity and operational risk through advanced settlement and custody platforms and standardized processes
- Full control and informed decision-making thanks to transparent reporting, advanced analytics, and comprehensive data services
Find out more
Clearstream Securities Services | Clearstream Fund Services |
Banks and Broker-Dealers
Streamline your post-trade operations
Key requirements
- Efficient alignment between trading and settlement layers to reduce risk and capital usage
- Reliable access to custody, settlement, and issuance services across global markets
- Optimized liquidity and collateral management through tailored financing solutions
- Transparent fund distribution platforms with digital and data-driven services to manage operational costs and regulatory pressure
Our solutions
Clearstream provides banks and broker-dealers with a single, integrated gateway to post-trade services across more than 60 markets. We support issuance, custody, settlement, and corporate actions through our ICSD and CSD platforms, ensuring both commercial and central bank money access. Our triparty repo and securities lending solutions deliver efficient liquidity and collateral optimization, complemented by fails management services to minimize settlement risk.
Through Vestima, Clearstream offers seamless access to all fund types and markets, while our advanced analytics, digital custody, and predictive data services help institutions respond to evolving regulatory and financial challenges. By bridging the gap between issuance, trading, and settlement, Clearstream delivers end-to-end operational efficiency and capital optimization.
Your benefits
- Capital efficiency through netting, optimized collateral, and liquidity solutions.
- Seamless access to custody, settlement, and financing services via a single gateway.
- Proximity to global markets with secure and cost-efficient connectivity.
- Regulatory alignment with Agency Lender Disclosure (ALD) to support exposure monitoring and capital calculations.
- Scalable solutions adaptable to both global institutions and niche players.
Wealth Managers and Private Banks
Empower wealth. Simplify access.
Key requirements
- Seamless access to a broad range of funds, including UCITS, ETFs, and alternative assets combined with trusted custody and asset servicing to ensure security and transparency across multiple markets
- Streamlined operations that reduce complexity in order routing, settlement, and lifecycle management
- Regulatory compliance frameworks that minimize onboarding friction while meeting KYC/KYD obligations
- Value-added services that enhance client offerings, such as proxy voting, tax support, and liquidity optimization
Our solutions
Clearstream enables wealth managers and private banks to deliver a unified investment experience across funds and securities markets. Through Vestima, clients benefit from a secure entry point to all major fund types worldwide, supported by automated order routing, Delivery versus Payment (DvP) settlement, and simplified contracting. Built-in KYC/KYD frameworks ensure smooth onboarding and full compliance with regulatory requirements.
Complementing fund services, our ICSD and CSD platforms provide secure custody and settlement in over 60 markets, covering the full asset lifecycle—from settlement and income collection to corporate actions and redemptions. We further support wealth managers with data-driven insights through tools such as Compass and Market Insights, while offering liquidity optimization, FX services, and an advanced digital fund infrastructure.
Your benefits
- Comprehensive fund access from a single platform, across all asset classes and markets
- Operational efficiency through automation, lifecycle support, and compliance by design
- Trusted, secure infrastructure backed by Deutsche Börse Group’s financial strength (AA rating)
- Innovative value-added services including repo, securities lending, and digital fund solutions
- Scalable service model, adaptable to both boutique firms and global private banks
Find out more
Clearstream Securities Services | Clearstream Fund Services |
Digital Banks and Platforms
Optimize your operating model with scalable infrastructure solutions
Key requirements
- Operating model scalability and automation: fragmented processes can struggle to scale as transaction volumes surge, leading to higher operational risk and inconsistent client experiences
- Regulatory and compliance complexity: requiring robust controls, reporting precision and resilient infrastructures
Our solutions
Clearstream delivers a unified, institutional‑grade post‑trade backbone for digital banks, brokers and investment platforms. We provide streamlined custody and settlement across Europe and globally, covering OTC, on‑exchange and trading‑venue flows in central and commercial bank money across 61 markets, and growing. Clients gain global asset‑class coverage, yield‑enhancing triparty repo and lending services, secure custody via AA‑rated infrastructure, and comprehensive fund execution and safekeeping – supported by advanced data and analytics to power smarter growth.
Your benefits
- Scalable, institutional‑grade infrastructure that supports high‑growth trading volumes globally across all major asset classes including equities, fixed income, ETFs, mutual and alternative funds, crypto
- Faster, more efficient post‑trade operations through integrated custody, asset servicing, cash and settlement solutions
- Enhanced yield opportunities via treasury management solutions and strategic lending for beneficial owners
- Broader investment choice and smoother workflows through comprehensive fund execution, custody and advanced data analytics
- Trusted safekeeping of digital and traditional assets with AA‑rated platform, part of Deutsche Börse Group
Fund Providers
Expand your fund distribution reach
Key requirements
- Broad, cost-efficient access to new and existing distribution channels worldwide with operational models that remain compliant with evolving regulation while reducing complexity
- Streamlined, automated order processing that supports global standards
- Transparent reporting on distributor activity, holdings, and market trends
- Efficient management of trailer fees and distributor contracts
Our solutions
Clearstream empowers fund providers, asset managers, and management companies to scale distribution without added complexity. Through our single, automated entry point, clients can route orders across UCITS, ETFs, and alternative funds globally, with straight-through processing supported by ISO 15022 and 20022 standards. Orders are enriched, acknowledged, confirmed, and seamlessly settled with minimal manual intervention.
Our solutions extend beyond order processing. Automated trailer fee management ensures accurate calculation, payment, and reconciliation, while centralized contract management streamlines distributor relationships under a single agreement. With tools such as Provider Explorer and Fund Compass, fund providers gain real-time insights into holdings, transaction flows, and distribution trends—enabling smarter sales, marketing, and strategic decisions.
Your benefits
- Expanded market reach across retail banks, private banks, wealth managers, and insurers
- Operational efficiency through automated, standard-compliant order routing and settlement
- Full transparency on distribution activity with advanced data and analytics tools
- Simplified contract and trailer fee management with built-in compliance
- Scalable, trusted platform for growth across both traditional and alternative asset classes
Transfer Agents
Simplify fund processing and distribution oversight
Key requirements
- Efficient, automated order management across multiple fund types and jurisdictions via a scalable infrastructure that can handle growing order volumes and distribution networks
- Transparent reporting and data access to monitor investor activity and distribution flows
- Strong compliance support for know-your-customer (KYC)/know-your-data (KYD) obligations and anti-money laundering (AML) requirements
- Reliable revenue management through accurate calculation and distribution of trailer fees
Our solutions
Clearstream partners with transfer agents to deliver efficient, secure, and scalable fund order processing. Through our Vestima platform, transfer agents gain automated, standardized order routing for UCITS, ETFs, and alternative funds across global markets. Delivery versus Payment (DvP) settlement ensures timely and risk-mitigated processing, while real-time reporting and confirmations provide full transparency.
We support transfer agents with integrated compliance tools for KYC/KYD and AML processes, centralized data management with automated reconciliation, and comprehensive dashboards for monitoring flows and investor activity. In addition, automated remuneration fee management streamlines the calculation, collection, and reporting of trailer and distribution fees, enhancing transparency and reducing manual workloads.
Your benefits
- Seamless integration with existing systems through standardized messaging (ISO 20022/15022)
- Scalable solutions to support expanding volumes and distribution reach through trusted infrastructure backed by Deutsche Börse Group’s AA-rated financial strength
- Reduced operational risk through robust controls, reconciliation, and asset segregation
- Real-time transparency via customizable reports and analytics dashboards
Central Banks
Optimize your foreign exchange reserves management
Key requirements
- Ensuring adequate liquidity for foreign-exchange (FX) operations: As a central bank, you must maintain enough FX reserves to support interventions and stabilize markets during volatility or economic stress.
- Managing diverse portfolios across currencies and asset classes: Central bank responsibilities require daily portfolio handling that balances liquidity, security and returns.
- Executing transparent and risk-mitigated FX transactions: Interventions in FX markets can trigger sizable impacts, requiring secure, rule-based execution with full confidentiality and regulatory compliance.
Our solutions
With our Automatic FX service, you can automate your transactions related to the purchase or sale of securities, funds units, custody proceeds, interest charges or standard monthly fees.
Our FX for Securities Settlement Instructions and FX on Request solutions enable you to initiate your own FX transactions with Clearstream acting as agent, executing orders on your behalf, or as principal.
Your benefits
- Liquidity access and infrastructure stability
- Customizable FX services for automation and flexibility
- State-of-the-art collateral management including triparty repo, linking to Deutsche Börse Group’s CCP Eurex Clearing
- Fair, transparent execution with risk mitigation
