Where do I see credits for the advisor client fees?

The advisor client fees are posted on the advisor master account.

Client fees credited to the advisor can be viewed by reviewing the Activity Statements through the Advisor Portal. Within the Advisor Portal go to Performance & Reports > Statements > Activity.

It is possible to request a cash withdrawal form the advisor master account:

  1. Log into your advisor master account via Advisor Portal.
  2. Select the Transfer & Pay menu followed by Transfer Funds and Withdraw Funds.
  3. Select the currency for this withdrawal from the pull down menu.
  4. Follow the system prompts to enter the Currency, Method and Amount of the withdrawal to complete your request.
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