2026 Client Compensation Calendar

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 statement period. 

Period I - 1st of the month thru 15th of the month
Period II - 16th of the month thru the last day of the month

If the end of a statement period falls on a weekend or holiday, the statement period will end on the prior business day. 

See PDF in the attachment tab for 2026 Pay Date Schedule
    • Related Articles

    • 2025 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 ...
    • 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 Evolve Compensation Calendar

      Attached is the distribution and payment schedule for the 2026 Evolve program. Drop Files to Attach
    • Evolve Compensation Timeline

      This is the static compensation schedule for Evolve clients. QUARTER ENDING DETAILS DISTRIBUTED* PAYMENT DISTRIBUTED** ADDITIONAL REQUIREMENTS March 31 July July 31 June 30 October October 31 Signed Annual Compliance Attestation September 30 January ...
    • 4Q2025 Billing and Advisor Compensation and Reporting Timelines

      Attached are the Billing and Advisor Compensation Timelines for advisors on either quarterly or monthly schedules. These detail the events that will take place: Investor Client Forecasting Reports publishing dates Revenue and Expense Statement ...