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Max Fee

When creating a fee schedule, Max Fee lets you enter the maximum fee charged, if applicable. This field is optional and can remain at $0 if there is no maximum fee. When you select Percentage Fee or Flat Fee and Percentage Fee as your Fee Schedule Type, Max Fee lets you enter that fee amount.

You can enter up to four decimal places.

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.