How to Find Separately Managed Accounts in the Advisor Portal
Step-by-step guide on how to find and use Separately Managed Accounts in the Advisor Portal. Learn how to navigate to the Investments section, select Separately Managed Accounts, and apply 55IP to your account.
In this guide, we'll learn how to locate and utilize Separately Managed Accounts within the Advisor Portal. To access this feature, we navigate through the portal by clicking on Investments and selecting Separately Managed Accounts from the dropdown menu on the far right. Once in the Separately Managed Accounts section, you can explore 55IP, gather information about it, and proceed with applying it to an account. This step-by-step tutorial will help you efficiently find and make use of Separately Managed Accounts for your financial management needs.
Let's get started.
Here is how to find Separately Managed Accounts in the Advisor Portal. First, navigate to the Investments section. Then, open the drop-down menu on the far right and select Separately Managed Accounts. You will now be in the Separately Managed Accounts section.
You can open 55IP, read about it, and then apply it to your account.
That's how you find and use it.