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Definition: Discretionary

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This value indicates whether the account is discretionary or non-discretionary.

If you also use Advisor Rebalancing, this is a field that is synchronized between the two products.

When you update this field for an individual account or accounts, you can sync those changes without running a full Advisor View sync. To learn more about syncing account changes for individual accounts, see Synchronize Account Data With Advisor Rebalancing.