Data Search: Account SI Data

Use this page to search for information about account-level settlement instructions and to download results to Excel.

1. Select Data Search > Account SI Data from the Utilities menu.

2. On the Data Search - Account SI page, enter a full or partial access code in the Access Code field.

   If you do not specify an access code, ALERT returns results for all accounts.

3. Enter an acronym (required) in the Settlement Instruction Controller field or search for one:
   1. Optionally select country, security, and method filters to narrow results.

   2. Click Search.

      ALERT returns a list of account-level settlement instructions that match the search.

4. Click the Save to Excel icon.

5. Enter a unique name for the report and click OK.

   ALERT sends you an email when the report is ready.

6. Retrieve the report on the Reports Run page.