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 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 only apply to "managed" and "managed - full custody" accounts included in the plan.



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