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Add Tier (Fee Schedule)

When updating a fee schedule, adding tiers allows you to accommodate for different fees at different transaction amounts. Add Tier allows you to add additional tiers to the fee schedule.

See Tiers in Action

Your custodian charges a $5 flat fee for transactions up to $5,000 and a $3 fee for transactions over $5,000.

When setting up that fee schedule, you click Add Tier and Dollar Range End appears. This allows you to enter the upper amount of the tier—in this case, $5,000—as well as the $3 fee for transactions over $5,000.

Learn More

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.