A Client Fees Template lets you create and save a common client fee schedule, then apply it to multiple client accounts assigned to a Money Manager without having to set the client fees separately for each client account. You create a Client Fees Template from the Money Manager Assignment page.
To create a Client Fees Template
Log into Account Management using your Master account username and password.
In the left pane click Account Administration, then select Money Manager Assignments.
In the list of Active Money Managers, click the Add/Edit Client Fees Template link in the action column for a Money Manager.
Set client fees the way you normally would, selecting one of the options on the screen, then entering values as required.
Click Continue.
The Client Fees Template will now be available to assign to multiple client accounts when you set Money Manager fees as described in Set Up Client Accounts.
Repeat this procedure to edit an existing Client Fees Template.
