Returns a client list displaying the year to date and inception commission and fee amounts by client. The client amount will be the consolidated amount of all values for each plan account where the client is the primary owner.
2. Select Client Commission/Fee Revenue from the Book of Business list. The Client Commission/Fee Revenue screen appears.
3. If applicable, click Next Page to view this summary for additional clients.
4. To load more records, click the Get More button.
5. To print the list, click the Print Screen button.
6. If you only want to view records from a specific advisor, select from the Advisor list.
Description of Mutual Fund Market Value History Columns
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Check boxes | Allows the selection of specific records. Clicking the top check box selects them all. |
Rank | Rank based on current sort. |
Client Name | Last and first name of client. Click link to open the Client Overview screen. |
YTD Commission and Fees | Displays year to day the commission and fees. |
Inception Commission and Fees | Displays commission and fee revenue since inception. |