Correlated Account IDs

Manage correlated account IDs from the Account Profile page.

Adding a Correlated Account ID

Using the Portal

To add a correlated account ID:

1. Click Correlated Account IDs List.

1. Click Add Correlated Identifier.

1. Use the following guidelines to complete the form:

Item	What to do
Correlated Security ID	Enter the unique ID to assign.
Origin	(Optional) Select from the list of available origins to indicate the system that generated the ID. Contact Corastone support to configure additional origins.
Broadcast to counterparties	Clear this option if you do not want to share this ID with other participants.

1. Click Confirm.

Using the API

Deleting a Correlated Account ID

Using the Portal

To delete a correlated account ID:

1. Click Correlated Account IDs List.

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

2. Click Confirm.

Using the API