When sending a prospect an account invitation, you can set fees manually or use a client fee template.
Alternatively, you can configure fees later when the client is onboarded in your Advisor Portal:
- Log into Advisor Portal.
- From the home Dashboard, click Fee Administration followed by Configure Client Fees.
- Select one or more client accounts to view the existing fee schedule.
- Click the Edit (pencil) icon next to the account to make fee changes.
- Enter client fees in the fields provided.
You can see an overview of the different client fee calculation methods in the Traders' Academy Using Templates & Fees study notes.
Find out more about configuring client fees and fee templates in the Advisor Portal Users' Guide.