Creating an Advisor Fee Split

Creating an Advisor Fee Split

You can assign an Advisor Code that splits any way you like between multiple Advisors.

To create a Fee Split:

  1. Navigate to Run Business > Billing.
  2. Click Create Advisor Fee Split from the top controls.
  3. Select a Fee Split Code from the drop-down. This is the code that will be assigned to Accounts receiving the split.
  4. In the Fee Split Allocation box, select the Rep Codes that the fees will be split between and percentage distribution of each. You may + Add additional codes and split however you like, so long as the total Split % is 100.
  5. Click Save.
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