To edit the fee for any existing clients advisors will need to follow the steps below:
- Log onto the Advisor Dashboard
- Select "Clients", on the left side of the window
- Locate the client and click their name
- Select "Settings"
- Locate and click the "Edit" button corresponding to the Fee column
- Select the billing plan you'd like to apply then click "Update plan"
- 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.