Apply a fee to an account group

You can apply a fixed charge or percentage fee to an account group

Apply Fee to Account Group

1. Click Assistants, then Group.

2. Right-click on the group and select Perform Quick Action.

   

3. If the Welcome screen displays, click Next.
4. Click + next to Financial Details to expand, then tap Apply a Fee.
5. Click Next and enter the fee details.
6. ClickNext and review the list of accounts the fee will be applied to.

Remove the tick from any accounts you do not want to apply the fee to.

7. Select the confirmation check box and then click Next.
8. Click Finish to save your changes.

Related resources

• Set up and manage account groups