{"id":179161,"date":"2021-05-05T03:19:00","date_gmt":"2021-05-05T07:19:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/glossary-terms\/client-fee-template\/"},"modified":"2023-01-22T13:30:51","modified_gmt":"2023-01-22T18:30:51","slug":"client-fee-template","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/","title":{"rendered":"Client Fee Template"},"content":{"rendered":"

A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees templates the configuration of client fees for multiple client accounts without having to set those fees separately for each client account. Advisors and Brokers create Client fee templates on the Manage Clients > Fees >\u00a0Templates page in Portal. Wealth Managers create client fee templates from the Money Manager Assignment page.<\/p>\n","protected":false},"excerpt":{"rendered":"

A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees templates the configuration of client fees for multiple client accounts without having to set those fees separately for each client account. Advisors and Brokers create Client fee templates on the Manage Clients > Fees >\u00a0Templates page in Portal. Wealth Managers create client fee templates from the Money Manager Assignment page.<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[13256,13251],"class_list":{"0":"post-179161","1":"glossary-terms","2":"type-glossary-terms","3":"status-publish","5":"traders-glossary-trading-terms-c","6":"traders-glossary-trading-alphabet"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"\nArchives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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