---
kind: "section"
citation: "12 C.F.R. § 150.210"
title: "12"
number: "150.210"
heading: "Must I conduct another review of an account after I accept it?"
url: "https://uscodex.org/cfr/12/150.210"
---

# §150.210. Must I conduct another review of an account after I accept it?


After you accept a fiduciary account for which you have investment discretion, you must conduct a prompt review of all assets of the account to evaluate whether they are appropriate, individually and collectively, for the account.


## Notes

### Authority

Authority: 12 U.S.C. 1462a, 1463, 1464, 5412(b)(2)(B).

### Source

Source: 76 FR 49003, Aug. 9, 2011, unless otherwise noted.