Search and Maintain Accounts

Use this page to search for and access existing accounts that the investment manager has created. You must have read/write permissions to access this page. You can also view account details on the Utilities > Accounts View page.

In addition to the quick search functionality available from the page header, you can perform more detailed searches on the accounts page. Select from two available search methods in the Search For field.

Use this search to filter the list of accounts by returned settlement model.

  1. Select a settlement model name and institution acronym from the respective drop-downs.
  2. Enter a full or partial access code in the Access Code field.

  3. Click Search.

    ALERT returns a list of all matching accounts. ALERT displays the account short name, settlement model name and owner, the date and time of last update to the account. You can click column headers to sort the list accordingly and use navigation links to scroll through the list.

  4. Click a link in the Access Code column to open the account's general account information.

  1. Select a country, security, and institution acronym from the respective drop-downs.
  2. Click Search. ALERT returns a list of all matching accounts. ALERT displays the account short name, settlement model name and owner, the date and time of last update to the account. You can click column headers to sort the list accordingly and use the navigation links to scroll through the list.

  3. Click a link in the Access Code column to open the account's general account information.