> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating an Alias Account

> Create a new Alias Account in the Midaz Module to link a Holder to a Midaz Account with banking, regulatory, and customer-facing account details.

An Alias Account links a Holder to an underlying Midaz Account and stores customer-facing account identifiers separately from ledger balances.

## Before you start

***

You need an existing Holder and an existing Midaz Account. Keep the Account ID available because this page connects Holder information to the ledger Account.

## Create the Alias Account

***

<Steps>
  <Step>
    Go to the **Alias Accounts** page and click the **New Alias Account** button.
  </Step>

  <Step>
    A window will open where you can specify the information about the account.
  </Step>

  <Step>
    Fill in all the necessary information and click **Create Alias Account**.
  </Step>

  <Step>
    If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Alias Account.
  </Step>
</Steps>

## Field guide

***

**Alias Account Details**

| Field      | What to enter                                                                        | Example                                |
| ---------- | ------------------------------------------------------------------------------------ | -------------------------------------- |
| Holder ID  | The unique identifier of the Holder that owns or controls this Alias Account.        | `019ed1d9-7694-7bba-a721-d8e53911ab08` |
| Account ID | The unique identifier of the Account for which you want to create the Alias Account. | `019ed1eb-21f8-781c-a30f-f5fca470497d` |
| Ledger     | The name of the Ledger of which the account is part.                                 | `Test Ledger`                          |

**Banking Details**

| Field        | What to enter                                                                              | Example                  |
| ------------ | ------------------------------------------------------------------------------------------ | ------------------------ |
| IBAN         | International Bank Account Number (IBAN) tied to the account.                              | `US12345678901234567890` |
| Bank ID      | Bank identifier used to link the account to its institution.                               | `12345`                  |
| Branch       | Branch number or code where the account is held.                                           | `0001`                   |
| Account      | Customer-facing account number or external account identifier.                             | `1234567`                |
| Type         | ISO 20022 account type code (for example, CACC for a current account or SVGS for savings). | `CACC`                   |
| Opening Date | Date when the account was opened.                                                          | `2010-01-01`             |
| Country Code | ISO 3166-1 alpha-2 country code where the bank is based.                                   | `US`                     |

**Regulatory**

The related party fields below (Document, Name, Role, Start Date, and End Date) belong to a repeatable **Related Parties** group — click **Add related party** to add each related party entry.

| Field                | What to enter                                                                                                                                                       | Example                |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------- |
| Participant Document | The document number of the participant institution (e.g., CNPJ for Brazilian financial institutions). Optional field.                                               | `---`                  |
| Document             | Identification document of the related party (e.g., CPF or CNPJ).                                                                                                   | `98765432100`          |
| Name                 | Full legal name of the related party.                                                                                                                               | `Jane Doe`             |
| Role                 | The type of relationship between the related party and the Alias Account. The select shows **Primary Holder**, **Legal Representative**, and **Responsible Party**. | `Legal Representative` |
| Start Date           | Start date of the relationship with the Alias Account.                                                                                                              | `2024-01-01`           |
| End Date             | End date of the relationship with the Alias Account. If not provided, the relationship is considered ongoing.                                                       | `2025-01-01`           |

## What to do next

***

After creating the Alias Account, use it to identify the customer account in operational flows, or return to [Managing Alias Accounts](/en/midaz/console/managing-crm-alias-accounts) to review the record.

<Card title="API equivalent" type="tip" horizontal>
  [Create Alias Account endpoint](/en/reference/midaz/crm/create-alias-account)
</Card>