- #Money guide pro for individuals manual
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The Wealth Manager and Money Manager client accounts are margined separately.Ī Registered Broker or FCM that provides marketing and advice to clients. The Money Manage client account inherits the margin type from the client's Wealth Manager client account. Organization Money Managers can have multiple trading users, each with jurisdiction over different client accounts. Assets are moved to the Money Manager client account by the Advisor (Wealth Manager). The Money Manager has access to trading only.
#Money guide pro for individuals manual
% of equity, flat fee, % of P&L, fee per trade, and manual billing, set by the advisor (Wealth Manager). Money Managers can manage money across multiple advisors (Wealth Managers) and their clients. Each client account is individually margined.Īdvisor(s) can pre-trade allocate cleared trades by account %, % of equity, or % of positions.Īdvisors have the ability to add an Advisor account with clients, a Multiple Hedge Fund account with fund or SMA accounts, or a Separate Trading Limit account (STL) under the master account.Īn Individual or Organization Registered Advisor that is hired on behalf of another advisor (Wealth Manager) to manage some or all of their client's money.Ī new separate client account is opened for any client for whom a Money Manager manages money. Clients have access to all Account Management functions.Ĭash, Reg T and Portfolio Margin are available. By default, client do not have access to trading, but client trading can be enabled. Organization Advisors can have multiple users, each with access to different functions and jurisdiction over different client accounts. The advisor has access to trading and most Account Management functions. % of equity, flat fee, % of P&L, fee per trade, and manual billing. The account can be white branded with the advisor's corporate identity. The advisor can open a single account for his or her own trading. Margin is not available.Īn Individual or Organization Registered Advisor that manages both client administration (Wealth Management) and the client's money (Money Management).Ī master account linked to individual or organization client accounts.The master account is used for fee collection and trade allocations. Individual (Custodian) has access to all functions.Ĭash, Reg T and Portfolio Margin are available.Ĭash accounts only. One or more trustees have access to all functions. Can add additional users with a Power of Attorney. Can add additional users with a Power of Attorney.īoth account holders have access to all functions.
Available to US residents only.Īssets held in a single account owned by a single account holder.Īssets held in a single account owned by two account holders.Ī single account controlled by a Trustee with Settlors and Grantors.Īssets held in a single account managed by a single Custodian user.Īccount holder has access to all functions. Individual Retirement Account, available to individual US tax residents only.Īn individual or entity who manages an account for a minor until that minor reaches a specific age. Can be one of these types: Tenants with Rights of Survivorship, Tenancy in Common, Community Property, or Tenancy by the Entirety.Ī legally established entity in which assets are held by one party for the benefit of another party. 2017 Demo Presenters MoneyGuidePro®, created by PIEtech, Inc.Two account holders.
#Money guide pro for individuals free
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