Defining a Fee Rate

  1. Starting from the top navigation, click > Planner > Settings > Fee Rate.

  2. Above the table, specify the year and month for which you want to set the fee amount.

  3. Click Add rate.

    4. A dialog box opens.

  4. Select the fee for which you want to enter the fee amount.

  5. Enter the fee rate.

  6. Click Save.

You have defined the fee rate for the selected month.

Note

The first time that a fee rate is defined for a year, the value is automatically applied to all the months of the year.