Set up or modify a fee plan for your master account

Learn how to set up or modify a fee plan for your master account. Adjust fee rates and payment intervals, with changes applying only to new subscriptions

You can set up a fee plan for your master account if you skip this step when creating the account, or you can modify the existing fee plan.

The changes made to the existing plan don’t affect existing subscriptions. For existing subscriptions, the plans accepted when the subscriptions were created remain effective. The modified plan is applied only to new subscriptions.

To set up or modify a fee plan for a master account:

1

In the main menu, expand the respective item, such as B2COPY, MAM, or PAMM, and then click My Accounts under the desired platform, if more than one is available.

2

Click the master account in the list.

3

In the account details, go to Settings.

4

In the Fee plan section, click Change fee plan.

Change a fee plan

5

Enter rates for the fees that you want to include in the fee plan and select fee payment intervals. The fees listed in the plan will be deducted from the investment accounts subscribed to your master account. Fee rates can be specified as decimal values. Use a dot . as a decimal separator.

For more information on the types of fees you can include in the fee plan, refer to the Fee list.

6

Click Save to apply the changes.