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PropReports allows one schedule to be in effect at a time for each direct fee category (Commission, Exchange, NSCC, Clearing, TAF, SEC, and Misc). Although . Although only one schedule is permitted to may be in effect at a time, different schedules can be in effect for different accounts.

You may (tick) Tip: to assign a trade fee schedule to an account via the "Accounts" page or to multiple accounts at a time by using the mass assign functionality on the "Trade Fees > Mass Assign" page. 

Follow the steps below to assign a trade fee schedule to an account.

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to multiple accounts, use the mass assign functionality.

How to Assign a Trade Fee to a Single Account

Step 1: Navigate to the "Accounts" page  page and click the desired account IdID.

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Step 2:  On the bottom of the "Accounts > Overview" page, Clicking the account ID will navigate you automatically to the Accounts / Overview page, where you will see the Trade Fees Fees hyperlink, as well as any the trade fee schedules already assigned. 

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Step 3: Click either the Trade Fees Fees hyperlink or navigate to the "Accounts > / Trade Fees" Fees page using the sub-menu bar.

Step 4: Select the Category and Plan you wish to use, as well as the desired start and end date and click the "Submit" button button. If no end date is specified, the recurring fee will be in effect indefinitely or until another plan is assigned from the same category.

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Related Topics / How To

Mass assign a trade fee schedule
Fee Schedule Formulas
Create a trade feeFee Schedule Formulas