Examples of Managed Account Service in a sentence
Once the analysis is complete, Online Investment Advice and the Managed Account Service will once again be available.
If gender information is missing on any Participant, the County Directs Adviser to default gender assumption to female, unless the County otherwise Directs Adviser, for purposes of processing Managed Account Service enrollment.
The Managed Account Service allocates enrolled Participant accounts to personalized portfolios, and automatically rebalances portfolio allocations if Adviser believes rebalancing to be appropriate.
Managed Account Participants are not eligible for the Online Advice Service while participating in the Managed Account Service.
This analysis will take approximately 10 business days, during which time, Online Investment Advice, and the Managed Account Service will not be available for Participant use.
Participants can enroll in the Managed Account Service through an online website (accessed through the Plan’s participant website or enrollment site), Adviser’s investment adviser representatives or by returning an enrollment form.