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Managed vs. Unmanaged Accounts

When inputting account information in the finances section, inStream allows for accounts to be designated as "Managed", "Managed Full Custody" and "Unmanaged".  This field is strictly informational and helps to provide a holistic view of the client's overall assets for the purposes of providing a comprehensive financial plan.

 

It is important to note that fees will apply to all accounts included in the plan regardless of how these assets are designated.  If including unmanaged assets in the plan, you can use the blended rate option in the fees section to adjust the fee rate accordingly.

 

 

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