...
Step 4: Open the Excel spreadsheet and sort columns by their fee plan data. You will be able to easily review what is assigned and can help highlight any issues or erroneous fee plans.
Tip: Other helpful ways to sort the Excel spreadsheet could be by the Last Traded column (to help show the most recently active accounts, ensuring the recent fee plans have been assigned to the most active accounts), or by any of the various Trade Fee columns (to quickly see if incorrect plans were assigned).