BIA List

Cross-references are links you create between a Broker Internal Account Number (BIA#) and an 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.

Broker internal account (BIA) lists are unique to your user ID and acronym. You must have read/write permissions to view, create, and manage BIA lists. You can search for accounts by BIA list on the Search and Maintain Accounts page.

Viewing BIA lists

All existing BIA lists appear on the Manage BIA Lists(s) page.

To view the acronyms in a list:

  1. Select Manage Lists > BIA List from the Utilities menu.
  2. Select the check box to the left of the list name.

  3. Click View.

    The View BIA List dialog appears, listing all BIA #s in the list.

  4. Click OK.

Creating and editing BIA lists

To create and edit broker access lists:

  1. Select Manage Lists > BIA List from the Utilities menu.
  2. Click Create New.

  3. Enter a unique list name.

    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. Enter a full or partial BIA number to search for and click Search.

    ALERT returns a list of all BIA #sthat match the search parameters.

  5. Highlight one or more BIA numbers in the Available pane and click Add.
  6. To remove BIAs from the list, select one or more BIAs numbers from the BIA List pane and click Remove.
  7. Click Save.
  8. To edit the BIA list, click the link in the Name field to open the Edit BIA List dialog.

Deleting BIA lists

To delete BIA lists:

  1. Select Manage Lists > BIA List from the Utilities menu.

    ALERT displays a list of all BIA lists.

  2. Select the check box to the left of the list you want to delete, or select the Name check box to delete all BIA lists.
  3. Click Delete List.
  4. Click OK on the confirmation message that appears to delete the list(s), or click Cancel to retain the list(s).