ALERT: Accounts View

Use this page to search for accounts by access code or model. You can view account details and download them to a PDF. You can search for accounts using the following methods:

• By Access Code
• By Settlement Model - By Country - By Security

  This search allows you to filter the list of accounts returned by specific criteria related to the model.

Searching for Accounts by Access Code

1. Select By Access Code from the Search For drop-down list.
2. Enter a full or partial access code in the Access Code field or leave it blank to return all valid access codes.
3. Click Search.

   ALERT returns a list of all accounts that match the search criteria.

Searching for Accounts by Settlement Model, Country, or Security

1. Select By Settlement Model - By Country - By Security from the Search For drop-down list.
2. Enter an acronym or search for one:
3. Select a model.
4. Select your filter options (settlement model name, country, security) to narrow results.
5. Click Search to return a list of accounts.

Viewing Account Details

Click the link in the Access Code column to view account details on the read-only Account View dialog. Recent changes appear in green underlined text.

Generating and Viewing PDF Reports

1. Select the check boxes for the accounts to include on the report or select the top-level check box to include all accounts.
2. Click the enabled Save to PDF icon.
3. Enter a unique name for the report (no special characters or spaces permitted) and then click OK.

   ALERT sends you an email when the report is ready.

4. Retrieve the report on the Reports Run page.

   Note

   As an alternative to saving account details to a PDF report, you can save SSI data fields into Excel format for efficient use with internal systems. See the Utilities > Data Search > Account SI Data page.