How to change the client fee for existing clients

If an advisor would like to change the preset management fees for their existing clients, please log into Interactive Brokers.

 1) Go to "Fee Administration/ Configure Client Fees." 


2) Choose clients.


3) Edit the client fee


4) Continue and save.

Please note that in order to change the management fee successfully, advisors need to have their client's approval by either an electronic approval or returning the signed fee change form.

Further instructions from IB are available here

Alternatively, you can create a fee template and apply it across different clients. Please see this page: create/delete or apply client fee templates.