Managed Accounts
This type of account offers access to professional money managers and greater tax efficiencies
What is a managed account?
This status means that the account is actively traded and fully serviced.
What is an active status?
This type of discount applies to all tiers, regardless of market value.
What is a percentage rate discount?
This tool is used to create and manage proposals for managed accounts.
What is the investment proposal tool?
This request allows an advisor to generate cash in an actively managed account?
What is a raise cash request?
This process helps clients and advisors evaluate investment decisions by providing an overview of the client’s current financial situation and walking through market scenarios.
What is a Wealth Plan?
This status indicates that the account is not actively traded and is in the initial stage of setup.
What is pending staus?
This type of discount sets a limit or cap to the fee regardless of current market value.
What is a Max Rate discount?
Proposals are only good for this number of days from initiation.
What is 60 day?
This request is used to temporarily stop actively managing the account.
What is a Cease Trade Request?
This tool is used to managed models for the MFAP product.
What is model management tool?
This is the status we will see if there is a money movement mistake in a managed account?
What is Frozen status?
Approval is required for a proposed discount greater than this percentage.
What is 40%?
This information is captured for client level suitability.
What are Income, Expenses, Assets, Liabilities, Tax Status, Investment Experience?
Advisors and Order Support trained professionals may place trade requests in this type of managed account.
What is a terminated/inactive managed account?
This is the minimum amount required to open a traditional managed account is this.
What is $10,000
This status means that the account has been terminated from the managed platform.
Advisors can view discount information on a managed account in this tab.
What is fee transparency tab?
This must be completed for managed accounts by the personal advisors team before opening the account.
What is a wealth plan?
This process must be followed to reactivate a terminated account.
What is the reactivation/reopen process?
This is the timeframe in which a terminated managed account can be reactivated.
What is 180 days?
This request temporarily stops trading in a managed account and reflects the account as "Frozen," while this process liquidates all holdings and requires going through the Reopen Process to reactivate the account.
What is the difference between a Termination Liquidation and a Cease Trade?
This client approved document allows advisors to review the different strategies that are available for the Advisory program.
What is the Advisory Selection Guide?
MFAP & JPMCAP products have additional steps to customize the portfolio in this section.
What is the program/product selection section?
This request is used for urgent inquiries/errors regarding trading.
What is a sundown request?