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Related Topics / How To
Mass Assign assign a trade fee schedule
Creating Create a trade fee
Mass Assign a Trade Fee Via the Trade Fees Page
Step 1: Navigate to the "Trade Fees > Mass Assign" page.
Step 2: Select the Category and Plan you wish to use, the desired start and end date, and enter which accounts you would like to update*. If no end date is specified, the recurring fee will be in effect indefinitely or until another plan is assigned from the same category. If you would like to only update accounts that have a specific fee schedule assigned, select the old Category/Plan to be changed to your newly selected choice.
*Create a list of accounts to add by entering an account's Display Name or Account Id into the "List of Accounts to Add" box. To add multiple accounts without entering each individual account name, simply add the % symbol after the desired character. (For example, to add all accounts that start with the letter A, type A%).
