Viewing Commission and Fee Revenue
This feature displays a consolidated view of commission and fee revenue by client. The available information is the same as what is now available from the Account Overview Commission/Fee Revenue feature, but consolidated for the client.
Note:
Consolidation for the Client Commission and Fee revenue screen will be according to the client, as long as the client is either the primary owner or annuitant.
To view commission and fee revenue
2. From the Client Overview screen, select the Commission/Fee from the More... list. The Commission/Fee Revenue dialog appears.
3. If you want to open the Account Overview screen for any transaction, click the link in the Account column.
4. Click Close to exit the dialog.