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Commission Markup Report

The Commission Markup Report page displays commission markup schedules for a Broker Master’s client accounts. The Commission Markup Report sorts information by fee schedule, and displays an extra line for those client accounts that use the global markup schedule.

Who Can Access the Commission Markup Report Page?

You can access this page if you are a Broker Master User.

To view the Commission Markup Report

1. Click Funds Management in the left pane, then click Commission Markup Report.
   
   The Commission Markup Report appears.

For more information...

• Specifying Client Fees for Broker Client Accounts

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