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Symbol (Fee Schedule)

On the Fund Redemption Fee section of the Fee Schedules page, you can add fund-specific redemption fees charged by the fund for selling out of that mutual fund in certain circumstances. Symbol allows you to add the security that will charge the redemption fee.

Note that fund redemption fees are independent of custodian-specific fees like custodian transaction fees and custodian redemption fees.

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.