Fees
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Assign pre-defined fee template to an account. Fee template will need to created in the Advisor/Broker Portal.
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Fee schedule will automatically be applied once the account is opened and funded.
Who is this applicable for?
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Fully Disclosed Client (Individual, Joint, Retirement, Org, Trust)
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Advisor Client (Individual, Joint, Retirement, Org, Trust)
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Non-Disclosed- NonQI Client (Individual, Joint, Org, Trust)
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Non-Disclosed- QI Client with Trading (Individual, Joint, Org, Trust)
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Non-Disclosed- QI Client with No Trading (Individual, Joint, Org, Trust)
Limitations
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QA will not replicate PROD for the fee templates. If you would like us to add a specific fee template name in QA, please let dam@interactivebrokers.com know the template name.
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<AdvisorWrapFees ... does not work with templates.
Attribute
XSD
<xsd:sequence>
<xsd:complexType name="Fees" minOccurs="0" maxOccurs="1" />
</xsd:sequence>
<xsd:sequence>
<xsd:element name="template_name" type="string" minOccurs="1" maxOccurs="1" />
</xsd:sequence>Parameters
|
Name |
Type |
Description |
|---|---|---|
|
template_name |
String |
Name of the new fee template being applied. Data is case and space sensitive. The template_name must match the name of the template which was previously created in the advisor/broker portal. |
