To help you meet your compliance obligations, we can notify all of your clients about advisory fees to be deducted from their accounts before those fees are actually charged. These notices describe the method used to calculate the fee, the amount of the fee and the period covered by the fee.
You can choose how we send these notices to all of your clients: by email, in the Client Service Message Center, or no notification at all. By default, your clients will NOT receive any notification about fees; the fees will automatically be deducted from their accounts.
Click the User menu (head and shoulders icon in the top right corner) > Settings > Client Settings > Delivery Options: Advisory Fee Notification.
Select the desired option and click Save.