A new column is displayed in all of the Accounts tables throughout the platform indicating whether or not the account is Managed or Unmanaged:
Each of these tables also have a new filter allowing you to filter for Managed or Unmanaged accounts:
In addition, Advisors are able to see the Managed/Unmanaged status on Account Information tiles and pages throughout the platform:
Advisors who are specially entitled can modify the Managed/Unmanaged status from the Account Information page:
