To edit the fee for any existing client's 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 account group where fees should be edited and click "Continue"
- In the "Custom fee" field type in the new desired fee using only digits e.g., 50 or 100
- Click "Save", next a confirmation message that reads "Advisor fee updated successfully" will be displayed