Self-Directed Portfolio

(redirected from Self Directed Account)

Self-Directed Portfolio

An investment portfolio in which the account holder has a great deal of control over the investments made on the account. That is, the holder has the ability to make investments with the capital in the account because he/she has not delegated the power to an investment adviser.
References in periodicals archive ?
The PacifiCare SignatureFreedom plan offers enrollees a Self Directed Account from which they pay for covered health-care expenses -- along with a PacifiCare Preferred Provider Organization (PPO) health plan.
The Self Directed Account is built into the product and requires no additional funding by the employer.
PacifiCare designed the plan to offer health-care consumers greater independence, allowing them to control the employer-funded account -- a Self Directed Account (SDA) -- as "personal" health-care funds, deciding how and when to spend the pool of money.
Employees use the money from the Self Directed Account to pay for eligible health-care expenses until the account is exhausted.
The PacifiCare SignatureFreedom Self Directed Health Plan (SDHP) offers consumers the freedom and flexibility of a traditional PPO plan with the added feature of a Self Directed Account.
Self Directed Health Individual Plan enrollees have complete access to their claims history and Self Directed Account balances through the member portal at http://www.
in August 2003, offers the freedom and flexibility of a traditional PPO plan with the added feature of a Self Directed Account.
The PacifiCare SignatureFreedom Self Directed Health I-Plan offers individuals the freedom and flexibility of a traditional PPO plan with the added feature of a Self Directed Account.
PacifiCare designed the plan to offer health care consumers greater independence, allowing them to control the account -- a Self Directed Account (SDA) -- as "personal" health care funds.
And we are excited to announce that future site upgrades will include defined benefit participant plan modeling, automatic rollovers, wireless access, account aggregation, comprehensive financial modeling and advice on personal taxable assets, direct access to self directed account brokerage information and transactions, non-qualified plan access, and a full featured plan sponsor web site.
Participants will continue to conduct their 401(k) plan inquiries and transactions through Bankers Trust's 1-800 Participant Service Center, and additionally will have direct access through Schwab for their self directed account activities.
The changes with respect to BICs and the aggregation of IRAs and self directed accounts become effective on Dec.