How do I adjust my advisory fees?

Some investment accounts have yearly fees for managing the account, but this isn't always the case. For example, some users get their fees waived once they meet other requirements.

 

To view your fees, go to Investment Checkup in the Planning menu, and click on Costs in the upper-right.

 

If you wish to edit those fees, click on "Edit Account Info" and you will see this screen:

AdvisoryFees1.png

After that, click on Enter Fees to change the percentage. When finished, click on Done.


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