PMA onboarding & maintenance

We look forward to assisting you with your investment journey. Select one of the three options below based on your goals and circumstances:

Contact your sales team
Funding Account With Securities In Kind Funding Account With Cash or Account Changes RIA Enrollment in PMA

If funding account with securities in kind

How are you funding the account?

Let us support you with a custom transition analysis report.

If you're funding a PMA account with mutual funds or other securities, our team can help streamline the transition. Simply provide your client's existing holdings—including client name, lot-level details (ticker, acquisition date, number of shares, and cost basis), target PMA model (optional), and tax preferences. With this information, Russell Investments will prepare a personalized transition proposal designed to align with your client's unique tax situation and investment goals.

Need help or want to request a personalized transition report?

Contact your dedicated Russell Investments team, call 800-787-7354, or email service@russellinvestments.com.

Review transition analysis sample report

Submit new account onboarding or maintenance forms

Complete and submit the necessary account onboarding paperwork to set up a new account or maintenance forms to update an existing account. For accounts funded with securities or a combination of securities and cash, please contact your sales team to request a custom transition analysis report above.

Account Form

Onboarding

For new accounts funded with cash

Submit onboarding form

Account Form

Maintenance

For changes to an existing PMA account

Submit maintenance form

FOR ADVISOR RELATIONSHIPS REQUIRING A PROGRAM ACCESS AGREEMENT

Enroll in PMA program

If you’re a Registered Investment Advisor clearing through Schwab or Fidelity, submit the required advisor and client information below to start the PMA account onboarding process. After submission, the PMA onboarding team will provide a customized Program Access Agreement for signature by the advisor, client(s), and Russell Investments.

In addition, be sure to review the following links for important program guidelines and procedures. 

PDF

Login required.

Policy Guide

Complete this form to start the PMA account onboarding process

* Asterisks indicate required fields.

Let us answer any additional questions you have.

Contact your dedicated regional team to learn more about Personalized Managed Accounts.

Contact your team

IMPORTANT INFORMATION

Personalized Managed Accounts (“PMA”) is a program of Russell Investment Management, LLC (RIM) and offers customized portfolio management services.

Each Personalized Separately Managed Account is a product of Russell Investment Management, LLC (”RIM”) and offered through RIM’s Personalized Managed Accounts (“PMA”) program. It represents a model portfolio provided by RIM. For active SMAs, it reflects a composite of third-party investment advisors selected by RIM. When the model is implemented, PMA is a separately managed account program of individually owned securities that can be tailored to meet investor’s investment objectives. RIM offers diversified, single or multi-asset managed accounts that can be customized to the investor’s investment objectives, circumstances and preferences, such as (but not limited to), market exposure, risk management, tax management, category and theme-based restrictions, and return objectives. Excluding any allocations to pooled investment vehicles, if any, each investor’s account is managed separately from other investor accounts, allowing for a personalized experience to deliver unique investment outcomes.

Diversification and strategic asset allocation do not assure a profit or guarantee against loss in declining markets.

Please remember that all investments carry some level of risk. There are no assurances that the objectives stated in this material will be met. Investment in one or more separately managed accounts is not a complete investment program and involves risk; principal loss is possible. The principal value of the account is not guaranteed at any time.

The decision to use PMA in investors’ portfolios and related investment advice are provided through financial advisors and other financial intermediaries that are independent of RIM and its affiliates. You should consult their financial advisor to determine which services and programs are appropriate to meet their investment objectives.

Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.

Please note the products and services listed on this web page may or may not be available at your firm. Check with your firm for availability.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

Any statements of opinion expressed within this publication are that of Russell Investments and are current at the time of issue. The information and opinion given in this publication is given in good faith. All opinions expressed are subject to change at any time. Russell Investments nor any of its staff accepts liability with respect to the information or opinions contained in this publication.

All investments carry a level of risk and do not typically grow at an even rate of return and could experience negative growth.

Any past performance results should not be seen as a guide to future returns. Any scenarios presented are an estimate of future performance based on evidence from the past on how the value of an investment varies and are not an exact indicator.

In EMEA this content is suitable for Professional Clients Only.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

Issued by Russell Investments Limited. Company No. 02086230. Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone +44 (0)20 7024 6000. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN.

© Russell Investments Group, LLC. 1995-2025. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.

First used: March 2021. Updated May 2025. RIM-02237