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 only one schedule is permitted to be in effect at a time, different schedules can be in effect for different accounts.
You may 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.
Assigning a Trade Fee Via the Accounts Page
Step 1: Navigate to the "Accounts" page and click the desired account Id.
Step 2: On the bottom of the "Accounts > Overview" page, you will see the Trade Fees hyperlink, as well as any trade fee schedules already assigned.
Step 3: Click either the Trade Fees hyperlink or navigate to the "Accounts > Trade Fees" page using the 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. If no end date is specified, the recurring fee will be in effect indefinitely or until another plan is assigned from the same category.
Related Topics / How To
Mass assign a trade fee schedule
Create a trade fee