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Set Up a Client Fee Schedule

As a Financial Advisor, you typically set the Client Fee schedule for all client accounts. As Wealth Manager, that Client Fee schedule represents the fees that will be paid to you as Wealth Manager when you trade for client accounts.

You define a separate fee schedule for a Money Manager when you set up the client accounts for a Money Manager. These are the fees that will be paid to the Money Manager when he or she trades for client accounts.

See the Client Fees topic in the Funds Management chapter for detailed instructions on how to set up a client fee schedule.

 


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