Investor Correlation IDs

Manage corelated investor IDs from the Investor Profile page.

Adding a Correlated Investor ID

Using the Portal

To add a correlated investor ID:

1. Click Correlated Investor 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 an Investor Correlation ID

Using the Portal

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.

Using the API