• Enhancements to the Account Management Service UI

      • To
      • Risk Management and Monitoring Customers
      • From
      • Global Management Solution and Services
      • #
      • 20220623
      • Notice Date
      • 23 June 2022
      • Effective Date
      • 24 June 2022

    • This Friday, June 24, the Account Management Service (AMS) user interface will be enhanced as follows for Clearport users:

      • Ability for firms to search for existing accounts belonging to a specific Account Owner using the registered Legal Entity Identifier (LEI) of the entity, currently firms can execute such search only based on the full legal name.
      • Ability for a single LEI to configure accounts with different registered owners to be margined together. Currently, AMS does not permit two accounts from the same LEI but with different registered owners to be configured to use the same margin account.         

      These enhancements are currently available in New Release for customer testing.

      For details of these changes please review please refer to the Clearing House Notice.

      For additional information on the user interface, please review the Account Management User Help System.

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