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Relationship Start and End Date Settings

Relationship start date and Relationship end date is a Household-level setting that lets you add dates to describe the beginning and/or end of a client relationship for compliance reporting purposes. On the Compliance ADV report, these dates are used to adjust the calculation of values for Form ADV reporting. For example, your client relationship started on January 10, 2022 but you're completing Form ADV for 2021, the client's account values would not be included on the Compliance ADV report.

For more information on compliance reporting, see: 

• Compliance ADV Report
• Set Up the Compliance ADV Report