Updating Fee Settings

Requirements:

• Access to client platform

 

To update the fee settings of a certain account - follow the instructions below:

Instructions

 

1. Under 'Main Menu', navigate to 'Fee Management'.
2. Select 'Fee Settings'. On that page, you may select the fee level on the left side panel of the page.
3. Choose the fee level, and you will be given an option to update the fees.
4. On that page, you will see the fees set up to a specific fee level.