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Schedule Name

Enter the name of the fund redemption fee schedule in Schedule Name. This name will become selectable in the Fund Redemption Fee Schedule list.

To help you differentiate between different fund redemption fees, we suggest that you choose a name that describes the fee itself. You'll add securities to the fee in later steps.

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.