What date should I choose for my First Estimated Distribution?

Your First Estimated Distribution date is the date you expect to distribute funds for the first. The frequency chosen is anchored off of this date and the value is calculated automatically and entered into each individual's income ladder.

Enter Year, Month and Day: Select the year, the month and the day you expect to distribute your first distribution.

Example: If you chose April 8, 2024 as your first estimated distribution and the frequency is set as quarterly then the distribution schedule will July 8, 2024, October 8, 2024 and January 8, 2025 

Related Article: https://learning.addyinvest.com/how-is-the-distribution-frequency-applied