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Client Fees

The Client Fees menu gives advisors and brokers access to client fee schedules. The following pages are included in the Client Fees menu:

Advisor Client Fees

Advisors can charge the following types of fees to their clients:

Advisors can also submit electronic invoices in Account Management for client fees.

Broker Client Fees

Brokers can set individual fee schedules that apply to specific client accounts or create fee schedule templates and apply them to one or more client accounts.

Brokers can charge the following types of fees to their clients:

Brokers can also submit electronic invoices in Account Management for client fees.