Investor Correlation IDs

To add a correlated investor ID:

1. Click Correlated Investor 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.

To delete a correlated investor ID:

1. Click Correlated Investor IDs List.

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

2. Click Confirm.