Fees Can Now Be Set at the Account Level, New "Fee Rate" Option Under Account Details

In addition to the default Fee Rate in the Plan Settings, fees for Savings, Investments and Retirement Savings accounts (Pensions) will now show on their respective screens. Users will have the ability to not only update the default fees in the Plan Settings screen, but also at the individual account level.

All accounts will use the Plan Settings default to start. If the Plan Settings Fee value is updated by the head office, the user entered fee on each individual account remains unchanged.




At any point, if the fee rate has been set specifically on an account, and the user wants to revert to use the Plan Settings default instead, simply Edit and then select “Use Defaults”.