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Asset Management Guide: Primary Market
Asset Management Guide: Primary Market
  • Getting Started with the Asset Manager Portal
  • Adding and Launching a Fund
    • Legal Entity Information
    • Fund Information
    • Offering Terms
      • Offering Terms for LP Funds
      • Offering Terms for LLC Funds
      • Offering Terms for Other Funds
    • Operations Information
    • Summary/Launch Fund
  • Managing Selling Firms
  • Managing Subscriptions
    • Subscriptions Received
    • Pending Remediation
      • Remediation Reasons
    • Pending Settlement
    • Pending Issuance
    • Withdrawn
    • Canceled
    • Related How-Tos
  • Managing Investors
  • Customizing Views
  • Managing Team Members (User Access List)
    • Granting Access to a Fund
    • Setting Permissions for a Fund
    • Removing Access to a Fund
  • Managing Correlation IDs
    • Security Correlation IDs
    • Share Class Correlation IDs
    • Lot Correlation IDs (Asset Correlation IDs)
    • Investor Correlation IDs
    • Account Correlation IDs
  • Editing Your User Profile
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Managing Correlation IDs

The Asset Manager portal enables you to manage correlation IDs for the following items:

  • securities

  • share classes

  • lots (assets)

  • investors

  • accounts

Associating correlation IDs with the generated Corastone IDs means you don't need to manage Corastone IDs for these items.

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Last updated 2 months ago

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