Configure Client Fee Template

Instructions

Select any of the links below to create, edit, delete or apply a template.

  1. Click Menu in the top left corner > Administration & Tools > Fees & Invoicing > Fee Templates

    The Configure Client Fee Templates page opens with a list of all your saved templates.

    Image of the configure client fee templates panel in portal.

     

  2. Click the + icon to open the Create a Client Fee Template page.
  3. Click Yes or No to make this new template the default.
  4. Name the template and click Continue.

    Image of the create a client fee template panel in portal.

  5. Choose one of the following Fee Strategies:
    • Do not charge any fees for managing this account
    • Charge fees for this account outside of IBKR
    • Charge fees for managing this account
  6. For "Charge commissions to your own master account" click Yes or No.
  7. For "Charge other fees to your own master account" click Yes or No.
  8. Click Continue.
  9. Review the template. If the changes are acceptable, click Continue.

    Image of the client fee template has been created message in portal.

  10. To apply the template to current clients, click Apply Template to Clients.
  11. To finish the template creation process, click Ok.

  1. Click Menu in the top left corner > Administration & Tools > Fees & Invoicing > Fee Templates.

  2. Do one of the following:
    • To view a saved template, click the blue information i icon on the left hand side.
    • To edit a template, click the blue edit pencil icon to the right of the template.
    • To delete a template, click x to the right of the template.
  1. Click Menu in the top left corner > Administration & Tools > Fees & Invoicing > Fee Templates
  2. Click the blue arrow icon to apply your saved template to client accounts.

    Image of the configure client fee templates panel in portal.

  3. Click Add/Edit Accounts to select the client accounts the fee template will be applied to.

  4. The Accounts panel opens. Choose Clients and then click Continue.
  5. The Apply Fee Template page now lists the accounts you have chosen. Click Continue.
  6. Review the confirmation screen and click Ok to return.

 

Additional Resources

Learn About Fee Templates in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Log in to Client Fee Templates