How do I update a client's fees?

To edit the fee for any existing clients advisors will need to follow the steps below:

1. Log onto the Advisor Dashboard
2. Select "Clients", on the left side of the window
3. Locate the client and click their name
4. Select "Settings"
5. Locate and click the "Edit" button corresponding to the Fee column
6. Select the billing plan you'd like to apply then click "Update plan"
7. The new billing plan will appear under "Household Billing Plan"

Please keep in mind, if a new billing plan needs to be created the admin(s) of the firm will need to create the plan before you are able apply it to any clients' household.