Advisor Fee Invoices

Instructions

Use the Fee Invoices page to view fee invoices for specific clients and dates.

  1. Click Statements & Reporting in the top left corner and select Advisor Reports > Advisory Fee Invoice.

  2. Select an account from the Account Selector.

  3. Select the blue Run arrow icon to the right of Advisory Fee Invoice.

    Image of the advisor fee invoices panel in advisor portal.

  4. Select a period and date, and then click Run.

    The advisory fee invoice report in advisor portal

    The invoice for the selected account appears in a new browser tab or window.

 

Additional Resources