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Wrap Program Setting

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Wrap program lets you classify the wrap fee program for an account, if any, for your firm's Form ADV compliance reporting. Choose one of the following options based on the fee program for the account: 

• Managed
• Sponsored
• Managed and Sponsored
• None

Once complete, you can see wrap program information on the Compliance ADV report for accounts that are enabled for compliance reporting within a Household. You can see the number of each type of wrap program, the managed value of each type of wrap program, and its weight.

For more information on compliance reporting, see:

• Compliance ADV Report
• Set Up The Compliance ADV Report