There are two ways to get a managed account letter from us, which is sometimes also referred to as a discretionary account letter. Upon Signing Up When you set up your account for the first time, you will be asked if you are employed by or associated with a broker-dealer. If you choose yes, you can enter the name of your employer and a managed account letter will be automatically generated for you. You will be able to find it in your account under Documents > Other Documents. If you’ve ...