Non-Discretionary Account

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August 31, 2024 4 min read Definitions
Non-Discretionary Account: Account Where Client Approval is Mandatory for Transactions
Finance Banking Investments Non-Discretionary Account Investment Client Approval Broker Financial Advisor
A non-discretionary account is an investment account where the broker or financial advisor must obtain the client’s approval before making any trades or investments. This entry covers the historical context, types, key events, explanations, models, applicability, examples, related terms, and more.
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