Knowledge Base
Mutual Group
The KB for Mutual Group.
Recent Articles
2026 Evolve Compensation Calendar
Attached is the distribution and payment schedule for the 2026 Evolve program. Drop Files to Attach1Q2026 Billing and Advisor Compensation and Reporting Timeline - Quarterly Schedules
Attached is the Billing and Advisor Compensation Timeline for advisors on quarterly fee billing schedules. This details the events that will take place: Investor Client Forecasting Reports publishing dates Revenue and Expense Statement publishing ...2026 Client Compensation Calendar: Hybrid
Mutual Group pays clients on a bi-monthly schedule. There are two distinct Revenue and Expense Statement periods for Hybrid and Advisor. All corresponding direct deposits will be processed no later than five business days after the last day of a ...2026 Client Compensation Calendar
Mutual Group pays clients on a bi-monthly schedule. There are two distinct Revenue and Expense Statement periods for Hybrid and Advisor. All corresponding direct deposits will be processed no later than five business days after the last day of a ...How to Confirm Email Tenant Technology Requirements
If using Microsoft/Azure: 1. Multi-Factor Authentication (MFA) Sign in to the Microsoft Entra Admin Center: https://entra.microsoft.com In the left menu, go to: Security → Authentication methods → Policies Select Microsoft Authenticator (or the MFA ...
Popular Articles
Risk Monitor Policy Guidance
Risk Monitor Policy Guidance What is the Risk Monitor Policy? Mutual Advisors, LLC (“Mutual”) requires that every client be taken through a Risk Assessment Questionnaire (“RAQ”). The RAQ is designed to assess a client’s emotional response to risk, ...Advisors' Compliance Policies & Procedures
Summary of policies that have been updated since January 1, 2024: Cryptocurrency Policy Summary Prohibited: MALLC prohibits IARs from providing advisory advice on: Crypto-currency investments (e.g., Bitcoin) Initial Coin Offerings (ICOs) Other ...Advisors' Code of Ethics
Mutual Advisors, LLC Code of EthicsAdvisor Non-Traditional ETF Policy and Guidance
Policy Leveraged and Inverse ETFs (collectively “Non-Traditional ETFs”) are designed to deliver multiples and/or the inverse of the index or benchmark they track over a single trading day. These ETFs have unique risks if held for more than a single ...Medallion Signature Guarantees
Overview: Mutual offers our clients medallion signature guarantee service for signed documents. Requirements: Certification of Medallion Signature Guarantee (attached to this KB or Nexus under Resources) There are versions for ...