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  1. iRate Help Centre
  2. Lonsec Managed Accounts in iRate
  3. Managed Accounts Portal FAQ

Managed Accounts Portal FAQ

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  • How long have Lonsec been managing investment portfolios?
  • What is the communication process to advisors regarding portfolio changes?
  • When and how often are the managed portfolios rebalanced?
  • What investment fees are applicable when recommending managed accounts?
  • Does Lonsec use SAA/DAA within their managed portfolios?
  • What platforms are the Lonsec managed portfolios available on?
  • Are there any initial investment minimums applicable?
  • Do I need to refer to a TMD for the Lonsec managed portfolios?
  • Do the Lonsec managed portfolios feed into Wealthsolver?
  • Do the Lonsec managed portfolios have an APIR code?
  • Are buy/sell spreads applicable to the managed portfolios?
  • Does Lonsec offer a bespoke managed portfolio service?
  • Can I co-brand the portfolio reports?
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