The Annualized % of Net Liquidation, Annualized Flat Fee and Performance Fee structures are calculated automatically. Invoicing requires manual submission from the advisor on a monthly or quarterly basis.
You can see an overview of the different client fee calculation methods in the Traders' Academy: Using Templates & Fees study notes.
Find more information on how to configure client fees and fee templates in our Users' Guide.
Please Note
- Fee per trade unit is not available for US or US protectorate legal residents due to regulatory restrictions, with the exception of US commodity-registered advisors, who are allowed a per-trade schedule for futures. Find more information on Advisor Fees on the IBKR website.