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Account Architecture: Firm Level Defaults


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The default values for Managed and Unmanaged accounts are as follows:

  • All Custodians (including DST and DAZL): Managed
  • Manually Added (both Managed Assets and Manual Accounts): Unmanaged
  • Aggregator (Yodlee): Unmanaged

Each Firm can currently designate the default value (Managed vs Unmanaged) only for an individual account. 

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