View the entire Frequently Asked Questions (FAQs)

Will my anniversary day change if I restart my MDA?

Suppose you do not complete the annual review before the deadline, and we cease the Managed Discretionary Account (MDA) service to you. Thereafter, whenever you restart our MDA service, the MDA service to you will have a new anniversary date.

Please note that if you complete the Annual Review before the deadline each year, your anniversary day will not change.

Also read the answers to the related questions:

• Why must I complete the Annual Review?
• What is the anniversary day?
• I am an administration-only client now. How to restart my MDA?