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Manuals and User Guides

The below documentation will become available in 2023. 

Clearing members and exchange participants will be able to view the manuals listed below by logging into MyOCC.com.

Clearing Members

Ovation Manuals/Guides:

  • Operations Manual – Settlement, Risk, and Collateral

  • Operations Manual – Stock Loan

  • Operations Manual – Trades and Position Maintenance

  • Portfolio Margin Calculator (PMC) User Guide 

  • Risk Application User Guide

  • Sub-Account User Guide

  • Reports User Guide


Ovation Guides:

  • Equity and ETF Option Product Listing Guide 

  • Exchange MQ Guide 

  • SOSA User Guide 


Clearing members and exchange participants can view current ENCORE manuals and user guides by logging into MyOCC.com


All dates are subject to change.

This web site discusses exchange-traded options issued by The Options Clearing Corporation. No statement in this web site is to be construed as an endorsement, recommendation or solicitation to purchase or sell a security, or to provide investment advice. Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of the disclosure document, Characteristics and Risks of Standardized Options. Individuals should not enter into option transactions until they have read and understood this document. To obtain copies, contact your broker, any exchange on which options are traded, or The Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, IL 60606 ([email protected]).