Adding or Declaring a Managed Account

Hadrius

Report managed account
We'll maintain records of your managed accounts

Sample Individual Acct
(xxxx9876)
Managed | Schwab | Last updated: 06-20-2024 22:19
Up to date

Upload managed account statement
Upload an letter from account manager stating that the account is (among other things) managed and you do not have discretion over the individual holdings of the account.
Account statement
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Sync account automatically
We'll automatically sync your account details

Sample IRA
(xxxx1234)
Manual | Fidelity | Last updated: 03-19-2024 00:53
Up to date

Managed | Fidelity | Last updated: 03-19-2024 00:53

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