How to check when your portfolio audit is due

Portfolios are audited every 5 years.  Portfolios must be ready for audit by April 30th of the year they are due.

New registrants will not be audited until their 5th year of being registered.

To check to see when you are due for your  portfolio audit follow these 3 steps:


STEP 1.  login to your member profile 


STEP 2.  Navigate to your portfolio (See screenshot below):



STEP 3:  Scroll down to your Audit History.  Your next audit is due 5 years after your last completed audit.  For example if your last audit was completed in 2015 your next audit will be due in 2020. (See Screenshot below):