Self-Directed Portfolio

(redirected from Self-Directed Accounts)

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 ?
A letter sent to clients earlier in March said they would be moved into self-directed accounts by April 7, if they had not already moved into a fee-based managed account or chosen the self-directed option.
Nevertheless, these self-directed accounts customarily include higher share class expense funds available to retail investors than those that have been negotiated by the plan sponsor or advisor for the plan's investment fund menu.
The Boston-based research firm found that more women are also opening self-directed accounts.
I was familiar with IRA regulations and knew about self-directed accounts.
Some plans call themselves "self-directed," but they are not truly self-directed accounts - Investors can only invest in what the investment company sells.
These DC plans place more emphasis on self-directed accounts and portability from company to company.
Still, about 30% of his customers use some form of self-directed accounts.
Self-directed accounts (if you can take the time from your business to manage an investment portfolio) let you buy and sell individual investments within your retirement plan wrapper.
457 balances and with the employee's noncontingent interest in self-directed accounts under employee benefit plans.
R]) self-directed accounts, Merrill Lynch Direct([R]) and Merrill Lynch Financial Advisory Center([R]) investment accounts onto the fully operational Merrill Edge platform and opens it to new clients, including nearly 11 million Bank of America customers who are part of the next generation of affluent Americans.
The author is concerned that some mutual funds pay revenue sharing to offset plan costs while other funds and self-directed accounts do not.
Shortly thereafter they will retire and move their 401(k) balances to self-directed accounts.