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Separately Managed Account Categories

These account settings allow you to assign your firm's categories to a separately managed account (SMA)—for example, assigning an asset class or sector.

You can designate SMA categories on the Separately Managed Account panel of account settings for that SMA, found under Advanced.

Fore more information on setting up the separately managed account, see Separately Managed Account Setting. For more information on categories, see Security Categories.