PMA onboarding & maintenance

Resources and steps to open or maintain your clients' Personalized Managed Accounts.

1. Request transition report
2. Enroll in PMA program
3. Review policy guide
4. Send reports
5. Submit account forms

Request a custom transition analysis report (optional)

We will develop an optimal transition plan customized to each of your clients’ tax preferences and circumstances. Upon receipt of your client's existing holding information, your Russell Investments team will develop a custom transition proposal with you to take into account all your client’s individual tax preferences and circumstances. Choose the optimal transition for your client, which you'll then notate in your onboarding form.

Provide your client’s existing holding information to PMAservices@russellinvestments.com.

Client’s name
Holding information per lot (ticker, date acquired, number of shares, and cost basis per share)
Target PMA model strategy (optional)
Short-term capital gains tax rate
Long-term capital gains tax rate
Category & theme-based restrictions (if any)
Stock restrictions (if any)

Review transition analysis report

Enroll in PMA program

For Financial Advisors/Professionals only: Submit the information below, and our PMA onboarding team will email you a customized Program Access Agreement, which is the first step in the PMA account onboarding process. This agreement needs to be signed by all involved parties (advisor, client(s), and Russell Investments).

* Asterisks indicate required fields.

I verify that I am a Financial Advisor / Financial Professional *

Advisor Email Address *

Advisor First Name *

Advisor Last Name *

Advisor Firm Name *

Advisor Business Phone *

Trust Name, if applicable

Client Full Name *

Client Email Address *

Additional Client Full Name (for joint accounts only)

Additional Client Email Address (for joint accounts only)

Review PMA policy guide (optional)

PDF

Download PMA Policy Guide

Send these (4) reports to your client(s)

Russell Investment Management, LLC

CRS Relationship Summary (PDF)
Form ADV Part 2A Brochure (PDF)
Form ADV Part 2B Brochure Supplement (PDF)
Privacy Notice (PDF)

Submit account onboarding or maintenance form

Submit Account Onboarding Form

This is the final step to the PMA account set-up process.

This onboarding form is for equity accounts fully funded by cash or fixed income accounts. If you are looking to open an equity account and fund it with securities or securities and cash, please use the link in your Transition Proposal.

Complete Account Onboarding Form

Submit the Account Maintenance Form

Make changes to an existing account, including withdrawals, contributions, restrictions, model or profile changes.

Complete Account Maintenance Form

Let us answer any additional questions you have.

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

Contact your team