MSP account-establishment process
Key summary points:
- IU’s MSP service establishes a separate individual account for each client, allowing them to manage it as if they were doing it themselves with their own strategies.
- Once the account is set up and funds are deposited, clients authorize IU to connect their account to the master portfolio and managed strategy portfolio.
- Through technology, IU’s strategies are applied to client accounts automatically and simultaneously with trades placed for the rest of the clients.
- Trades are also automatically adjusted to the client’s account size and custom risk settings.