Unified Managed Account (UMA)


A universal investment account that can be composed of a range of different investments from stocks to mutual funds. The UMA allows the portfolio manager or investor to easily track transaction using one single account, and prevent the investor from having to managing several different accounts.
Browse Definitions by Letter: # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
UNICAP Rules unified managed household account (UMHA)