Account Correlation IDs

Manage account correlation IDs from the Account Profile page.

Adding an Account Correlation ID

Using the Portal

Using the API

To add an account correlation ID:

1. Click Other Account IDs List.

1. Click Add Internal Identifier.

1. Enter the internal unique ID to assign.

2. If you want to make this ID visible with the firms you do business with, select Broadcast to other counterparties.

3. Click Confirm.

To retrieve and add account correlation IDs, you'll need to implement the following endpoints:

• Get Account Details

• Add Account Correlation ID

Searching for an Account Correlation ID

Searching for an account correlation ID depends on whether the corresponding lot has been issued:

• For lots that have not been issued, use the All Transactions tab in the Primary Sales page.

• For lots that have been issued, use the All Transactions page.

1. Make sure the Other Account IDs field is displayed.

1. Enter the account correlation ID in the Other Account IDs field.

The list filters as you type.

Deleting an Account Correlation ID

Using the Portal

Using the API

To delete an account correlation ID:

1. Click Other Account IDs List.

1. Click the delete icon next to the ID to be deleted.

2. Click Confirm.

To delete an account correlation ID, you'll need to implement the following endpoints:

• Get Account Details

• Remove Account Correlation ID