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Security Correlation IDs

Manage internal security IDs from the Offering Settings page or the Primary Sales page.

Adding a Security Correlation ID

To add a security correlation ID:

  1. Click Other Security 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.

Searching for a Security Correlation ID

Use the Fund List to search for a security correlation ID.

Correlation IDs are not case sensitive.

In the Other Security IDs field, enter the correlation ID you are searching for. The list filters as you type.

Deleting an Security Correlation ID

To delete a security correlation ID:

  1. Click Other Security IDs List.

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

  2. Click Confirm.

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