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CUSIP Access Service Enhancement

The CUSIP Access Excel add-in allows you to pull data directly from the CUSIP Global Services database into a Microsoft Excel workbook. This new tool offers improved data retrieval performance, reliability and enhanced usability. It provides you premier access to tens of millions of U.S., Canadian and Global unique financial instruments containing 65+ data elements (depending on the asset class) and event-driven corporate actions such as name changes, mergers, acquisitions and reverse splits. A new enhanced AI-Powered Search functionality has been incorporated into the Excel Add-In. Please click below and then view the "New CUSIP ACCESS EXCEL ADD-IN PRODUCT TOUR" for user details.

CUSIP Access Excel add-in

CGS CUSIP 
ACCESS

CGS CUSIP Access is a web-based service providing access to the entire universe of tens of millions of CUSIP identifiers (Corporate, Municipal, Government, Mortgage-Backed and Private Placement) and standardized descriptions.

Product Overview

Premium Services

Features

  • • Search by CUSIP, CINS, and ISIN
  • • Search by security or issuer description
  • • Validation/download of up to 25 identifiers
  • • Data output - 65+ elements
  • • Legal Entity Identification (LEI) & CABRE
  • • Hourly corporate action alerts

Benefits

  • • Direct access to the CGS database via the Internet
  • • Real-time updates every 5 minutes
  • • Fast search capability
  • • Initiate data inquires directly via Access

Interested?

CUSIP clients can apply to get access
Click here to apply

What's new?

Inclusion of New AI-Powered Search Functionality
AI-Powered Search

Support

Monday - Friday / 9am - 5pm
1-877-287-4737 - Option 5

Excel add-in Download

The CUSIP Access Excel add-in allows you to pull data directly from the CUSIP Global Services database into a Microsoft Excel workbook. This new tool offers improved data retrieval performance, reliability and enhanced usability.It provides you premier access to more than 50 million U.S.,Canadian and Global unique financial instruments containing up to 62 data elements and event-driven corporate actions such as name changes, mergers acquisitions and reverse splits. A new enhanced AI-Powered Search functionality has been incorporated into the Excel Add-In. Please click below and then view the "New CUSIP ACCESS EXCEL ADD-IN PRODUCT TOUR" for user details.

Download and Install CUSIP Access Excel add-in following the steps outlined below.

  1. 1. You have administrative permissions to download and install new software on your computer. If you are uncertain. Please contact your IT department.
  2. 2. Excel is closed before attempting the installation.

If the download and installation of CUSIP Access Excel add–in is not successful or you have any questions about which version to use, please contact CGS Products & Services: CUSIP_Products@CUSIP.com

System Requirements

  • • Supporting Windows Operating Systems: Windows 7 (32-bit & 62-bit), Windows 8 (32-bit & 62-bit), Windows 10 (32-bit & 62-bit)
  • • Supporting Microsoft Excel version: 2010 (32-bit & 62-bit), 2013 (32-bit & 62-bit), 2016 (32-bit & 62-bit)
  • • Additional Microsoft component: Microsoft .NET 4.6.1 and later, Microsoft Visual Studio 2010 Tools, SQL Server Compact 4.0 (32-bit & 62-bit)
  • • Internet access to: www.access.cusip.com
  • • Supporting Windows Operating Systems: Windows 7 (32-bit & 62-bit), Windows 8 (32-bit & 62-bit), Windows 10 (32-bit & 62-bit)
  • • Internet access through: port 443.(SSL)

* In addition to confirming that your computer meets the System Requirements listed above, you must have administrative permissions to download and install new software on your computer. If you are uncertain or you do not have this permission, please contact your IT department for assistance.

What is this?

This file will install the CUSIP Access Excel add-in application and the Microsoft .NET v4.6.1 framework. An Internet connection is required during the installation to download the appropriate components. Also required is Microsoft Internet 10 or later and Office 10 or later which are not included in the CUSIP Access Excel add – in install file. Users who have administrative rights to their machines should confirm with IT that IE10 and Office 10 are installed before installing CUSIP Access Excel add-in the installer will determine the appropriate platform and language based on your Windows language preference and versions of Office. This installation file provides the easiest way to start using CUSIP Access Excel add-in.

Benefits

  • • Direct access to the CGS database via the Internet
  • • Improved data retrieval performance,reliability and enhanced usability
  • • Fast search capability

Support

If the download and installation of CUSIP Access Excel add–in is not successful or you have any questions about which version to use, please contact CGS Products & Services: CUSIP_Products@CUSIP.com

Business Hours:

Monday - Friday 9am-5pm

1-877-287-4737

Select option 5

Interested in this Service?

An annual subscription to CUSIP Access gives you access to a powerful lookup service providing near real-time access to more than 50 million financial instruments and their descriptive data. Click here for product brochure.


Through CUSIP Access, our clients receive accurate security and issuer identification for virtually every asset class in the global capital markets.

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