> ## 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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| Field                 | What to enter                                                                               | Example                  |
| --------------------- | ------------------------------------------------------------------------------------------- | ------------------------ |
| Holder                | Holder that owns or controls this Alias Account.                                            | `John Doe`               |
| Account alias         | Midaz Account alias to connect to this Alias Account. Include the `@` prefix when required. | `@customer_123_checking` |
| Alias name            | Friendly name operators can recognize.                                                      | `John Doe Checking`      |
| Branch or bank fields | External banking information when your use case needs it.                                   | `0001`                   |
| Account number        | Customer-facing account number or external account identifier.                              | `123456-7`               |
| Type                  | Classification of the account relationship.                                                 | `checking`               |
| Metadata Key          | Optional classification or integration field name.                                          | `sourceSystem`           |
| Metadata Value        | Value for the metadata key.                                                                 | `crm`                    |

## 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>