Advisor Fee Invoices
Instructions
Use the Fee Invoices page to view fee invoices for specific clients and dates.
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Click Performance & Reports > Advisor Reports > Advisory Fee Invoice.
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Alternatively, click Menu in the top left corner > Reporting > Advisor Reports
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Select an account from the Account Selector.
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Select the blue Run arrow icon to the right of Advisory Fee Invoice.
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Select a period and date, and then click Run.
The invoice for the selected account appears in a new browser tab or window.
Additional Resources
Learn About Reporting in Advisor Portal at IBKR Campus