X-Reference

Cross-references are links you create between a Broker Internal Account Number (BIA#) and an investment manager’s ALERT acronym and access code and market (country and security), if chosen.

Once you have cross-referenced your BIA# to an investment manager account access code, you can perform account searches using the BIA#.

You can create a single cross-reference for an account. You can also create multiple cross-references for a single access code, each one representing a unique country-security combination. For example, you can create one cross-reference for the account's US equities and a separate one for the account's UK equities.

Use this section to create a quick cross-reference if you know the access code.

Notes

You only have access to accounts that an investment manager has granted you access. If you do not know the access code, create cross-references on the accounts page, where you can search for an account access code.

To create a cross-reference:

1. Enter an acronym or search for one:
2. Enter the account access code.

3. Enter a BIA#.

   Notes

   BIA numbers have a maximum length of 20 characters, including case-sensitive alphabetic characters, numbers, underscores, hyphens, forward slashes, back slashes, and spaces. BIA numbers cannot include leading spaces. If you enter a BIA# with a leading space as the first character, ALERT removes this spaces and saves the BIA# without it.

4. Select an optional country and security from the respective drop-down lists.

5. Click Create.

   A validation message indicates successful cross-reference creation or informs you of errors in cross-reference creation.