12 CFR § 150.220 - Are any other account reviews required?

---
identifier: "/us/cfr/t12/s150.220"
source: "ecfr"
legal_status: "authoritative_unofficial"
title: "12 CFR § 150.220 - Are any other account reviews required?"
title_number: 12
title_name: "Banks and Banking"
section_number: "150.220"
section_name: "Are any other account reviews required?"
chapter_name: "COMPTROLLER OF THE CURRENCY, DEPARTMENT OF THE TREASURY"
part_number: "150"
part_name: "FIDUCIARY POWERS OF FEDERAL SAVINGS ASSOCIATIONS"
positive_law: false
currency: "2026-04-05"
last_updated: "2026-04-05"
format_version: "1.1.0"
generator: "[email protected]"
authority: "12 U.S.C. 1462a, 1463, 1464, 5412(b)(2)(B)."
regulatory_source: "76 FR 49003, Aug. 9, 2011, unless otherwise noted."
cfr_part: "150"
---


# 150.220 Are any other account reviews required?

At least once every calendar year, you must conduct a review of all assets of each fiduciary account for which you have investment discretion. In this review, you must evaluate whether the assets are appropriate, individually and collectively, for the account.