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Assign a single account fee to multiple accounts in Office Cloud

Assign a single account fee to multiple accounts in Office Cloud

Suppose your firm has changed the fee structure for traditional IRAs, and many of your clients have IRA accounts. You can change the account fee for multiple accounts.

Do the following:

  1. From the Menu, select Billing. The Billing page opens.
  2. At the upper-left corner of the window, make sure Current Billing is selected.
  3. Toggle on the Select By Accounts switch.
  4. In the list, select accounts by clicking the checkbox at the beginning of each row for an account whose billing fee you want to change.
    Note: The accounts can be from different clients.

    multipleaccounts.jpg

  5. From the Actions menu, select Setup Fees.
  6. From the Setup Fees menu, select a fee. The fee is saved automatically.

    assignfee.jpg

To learn more about working with fees in Office Cloud, see the Creating and Managing Client Bills guide in Morningstar Office Academy.

Version history
Revision #:
2 of 2
Last update:
‎08-12-2019 01:43 PM
Updated by:
 
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