Non-Fast Track Evaluations: Legacy vs. New Policy

Feature Legacy New Policy
📅 Account Qualification Date Before Oct 1st, 2024 On or After Oct 1st, 2024
💸 Billing Policy No billing for Passed evaluations Billing continues for Passed evaluations
✅ Account Activation Status Not required to activate to avoid charges Activation recommended to fully utilize account
💰 Example Subscription Cost (100K Static) $67.50/month (50% discounted from $135) $67.50/month (50% discounted from $135, billing continues until Elite-Sim activation)

Fast Track Evaluations: Legacy vs. New Policy

Feature Legacy New Policy
📅 Account Qualification Date Before Oct 1st, 2024 On or After Oct 1st, 2024
💸 Billing Policy No billing for Passed evaluations No billing for Passed evaluations
✅ Account Activation Status Not required to activate to avoid charges Not required to activate to avoid charges
💰 Example Payment (100K Fast Track) $75 (One-time payment, no further charges) $75 (One-time payment, no further charges)

 

Key Takeaways

  1. Post-Oct 1, 2024 Accounts: Billing continues for passed evaluations qualified on or after October 1, 2024, ensuring account validity for activation.
  2. Pre-Oct 1, 2024 Accounts: Evaluations qualified before October 1 are grandfathered, with no charges for passed evaluations.
  3. Recommendation: Activating passed evaluations is recommended to make full use of trading opportunities, though activation is optional.

For more details, refer to the ETF Help Center.