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Beneficial Billing Rate Tier Treatment

You can customize your billing statements to show which accounts have a better billing rate (for example, your ERISA accounts). The breakpoints for these accounts will be different than the breakpoints for your other accounts.

To indicate that the account uses a beneficial billing rate, select Beneficial billing rate tier treatment. You can customize your billing statements to show these accounts. When you enable this option, the beneficial billing rate accounts will be marked with an asterisk on the billing statement.

For more information about billing statements, see Billing Statements.

For more information on editing accounts, including how to navigate to this panel, see Maintaining Accounts.