> ## 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

> Set up an Alias Account in the Midaz Module to give a Holder a friendly identifier for their underlying Account.

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 alias 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

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**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         | Classification of the account relationship.                    | `checking`               |
| Opening Date | Date when the account was opened.                              | `01/01/2010`             |
| Country Code | ISO 3166-1 alpha-2 country code where the bank is based.       | `US`                     |

**Regulatory**

| Field                | What to enter                                                                                                                     | Example                |
| -------------------- | --------------------------------------------------------------------------------------------------------------------------------- | ---------------------- |
| Participant Document | The document number of the participant institution (e.g., CNPJ for Brazilian financial institutions).                             | `---`                  |
| 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.                                                         | `LEGAL_REPRESENTATIVE` |
| Start Date           | Start date of the relationship with the Alias Account.                                                                            | `01/01/2024 `          |
| End Date             | End date of the relationship with the Alias Account (format YYYY-MM-DD). If not provided, the relationship is considered ongoing. | `01/01/2025`           |

## 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/lerian-console/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>