Non-Fast Track Evaluations: Legacy vs. New Policy
Fast Track Evaluations: Legacy vs. New Policy
Key Takeaways
Post-Oct 1, 2024 Accounts: Billing continues for passed evaluations qualified on or after October 1, 2024, ensuring account validity for activation.
Pre-Oct 1, 2024 Accounts: Evaluations qualified before October 1 are grandfathered, with no charges for passed evaluations.
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.
