How Do I Change the Fees Which I Charge My Clients?


Advisor accounts have the ability to configure the fees which they assess to their clients.


The procedure for changing fees for a client account is as follows. You must log in to Advisor Portal and selecting Menu in the top left corner > Administration & Tools > Fees & Invoicing > Fees. You will need to change the fees in this section online, but you still must have the client sign the fee change form and submit to us for processing.

Please see the Advisor Client Fees page for additional information, such as the available billing methods and the fee caps currently in place.