AdvisoryWorld Account Types
Contents
Using any of the following Account Types which are delivered with Advisors Assistant in the Add / Modify Account Screen will automatically select the correct account classification in AdvisoryWorld.
These Account Types are delivered with Advisors Assistant. You can modify the description without affecting AdvisoryWorld, but you cannot modify the abbreviation because they are part of the data delivered with the system.
Abbreviation |
Description |
401KP |
401(k) Participant Subaccount |
401K |
401(k) Plan |
457 |
457 Deferred Compensation |
529PLAN |
529 College Savings Plan |
COMMUNITY |
Community Property |
IRAROTHC |
Converted Roth IRA |
CORPTRST |
Corporate Trustee |
CORP |
Corporation |
401KCUE |
Cue to 401(k) Transfer |
CUSTDR |
Custodial - Drafts Authorized |
CUST |
Custodial Account |
MINOR |
Custodial Account UGMA |
CUSTDREXP |
Custodial Draft Exempt |
CUSTEXP |
Custodial Exempt |
ESCROW |
Escrow |
TRUSTFAM |
Family Trust |
GENPART |
General Partnership |
HOLD |
Holding Account |
HOLD2 |
Holding Account II |
HOUSE |
House Account |
INDIV |
Individual Account |
IRA |
Individual Retirement Account |
INSSEPACCT |
Insurance Seperate Account |
JOINT |
Joint Account |
JTWROS |
Joint Tenancy With Right Of Survivorship |
KEOGH |
Keogh Plan |
LEGAL |
Legal (Converter Guardian or Court) |
LLA |
Limited Liability Partnership or Corporation |
PMP |
Money Purchase Pension Plan |
IRAND |
Non-Deductible IRA |
EXEMPT |
Non-Profit Association |
NRA |
Non-Resident Alien |
OTHER |
Other |
OA |
Outside Asset Account |
OQP |
Outside QP |
PPS |
Pension Profit Sharing |
TRUSTPEN |
Pension Trust |
PCA |
Pledged Collateral Account |
PSP |
Profit Sharing Plan |
QUALPLAN |
Qualified Plan |
RPCA |
Restricted Pledged Collateral Account |
RIA |
RIA Personal Acct |
RIAE |
RIA Personal Acct Exempt |
IRAROLL |
Rollover IRA |
403BR |
Roth 403(b) |
IRAROTH |
Roth IRA |
401KSR |
Roth Solo 401(k) |
IRASAR |
SARSEP IRA |
IRASIMPLE |
Simple IRA |
IRASEP |
Simplified Employee Pension IRA |
401KS |
Solo 401(k) |
IRASP |
Spousal IRA |
SUB |
SUB |
403B |
Tax Sheltered Annuity |
TRUST |
Trust Account |
UNCO |
Unincorporated Company |