Correlated Account IDs

Manage correlated account IDs from the Account Profile page.

Adding a Correlated Account ID

To add a correlated account ID:

  1. Click Correlated Account IDs List.

  1. Click Add Correlated Identifier.

  1. Enter the 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.

Deleting a Correlated Account ID

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.

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