Overview & Purpose of Transition
Customer Impact & Transition
- Is there a transition period or grace period?
- What happens if my firm does not complete the new agreements before March 2027?
- Will there be webinars, training sessions or office hours?
- Where can I find the new CT Plan agreements?
- What is changing for usage reporting under the CT Plan?
- Will my firm's information be migrated from the legacy CTA and UTP Plans?
Policies, Agreements & Licensing
- Does DataCT support MISU reporting?
- Will DataCT use direct billing or indirect billing of Subscribers?
- Do customers need to sign new agreements under the CT Plan?
- How do the CT Plan Policies apply to APIs, datasets and AI services?
- What attribution is required when displaying CT Data?
- How is delayed data treated under the CT Plan?
Fees
The New Portal
- How do I update contacts, billing information and authorized users?
- Will historical reporting, invoices and audit records be available in the new portal?
- Who approves my firm’s access to the portal?
- Can multiple users from my firm access the portal?
- Who at my firm should register for the new CT Plan portal?