To view a list of linked transaction entities

1. On the CitiDirect navigation bar, click Activation, and then click Account Management.  The Account Management Summary Form appears.

2. Click the View Tab.

3. The Client field defaults to the client to which you are associated.  To change the client, click the Library Look-Up button.  The Search Definition Dialog box appears.  Enter Search Criteria to find the client, and then click Run Search.  A Library Look-Up dialog box appears, listing clients that meet the criteria you entered.

   Select the client you want to view account numbers, base numbers or WorldLink® IDs for and click OK.  The Input/Modify Tab will now display any accounts, numbers, or IDs assigned to that client.

4. Review the list of linked transaction entities.