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

Step 2: 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 the trade fee schedules already assigned. 

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Step 32Click either the Trade Fees Fees hyperlink or navigate to the Accounts / Trade Fees page using the sub-menu.

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Step 43Select the Category and Plan you wish to use, as well as the desired start and end date and click the Submit 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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