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Add Fee Schedule

Add Fee Schedule lets you add the name of a new fee schedule. For example, if you were adding a new fee schedule for Pershing, you can click Add Fee Schedule then type Pershing in the field that appears.

Once you've added a new fee schedule name, you can then assign transaction and/or redemption fee schedules to that name, then you can associate that fee schedule to individual accounts using Custodian Fee Schedule.

For more information on each of the tabs of the Fee Schedules page, see the following: 

• Custodian Transaction Fee Schedules
• Custodian Redemption Fee Schedules
• Fund Redemption Fee Schedules
• Custodian Fee Schedules

For more information on the process of setting up fee schedules, see Introduction to Fee Schedules.