If you want to apply a client fee to different clients, you can create a client fee template. In order to create and apply client fee templates, you will have to log in to Interactive Brokers Account Management.
Client fee schedules can be applied to accounts individually or can be stored in templates. You can configure fees for one or more client accounts or set up client fee schedules in templates, then assign the templates to client accounts. The use of templates allows you to easily maintain different fee schedules for multiple client accounts.
- To create a client fee template
- To view, edit, or delete a client fee template
- To apply fee templates on multiple clients
To create a client fee template
1) In your IB Portal, go to "Fee Administration/ Configure Client Fee Templates."
2) Click the + icon.
3) Name your template and click Continue. Set your fees and invoicing limits in the fields provided.
4) Input your settings and click Continue.
5) Continue and done.
To view, edit or delete a client fee template
1) In your IB Portal, go to "Fee Administration/ Configure Client Fee Templates." The Templates page opens.
2) Click the blue information (i) icon to view a saved template.
3) Click the blue pen icon next to the template you want to edit.
4) To delete a template, click the X next to the template.
To apply fee templates
1) In your IB Portal, go to "Fee Administration/ Configure Client Fee Templates." The Templates page opens.
2) Click the blue arrow icon to apply your saved template to client accounts.
3) Click Add/Edit Accounts to select the client accounts the fee template will be applied to.
4) Review and click Continue to apply.
5) Review the confirmation screen and click Ok to return.
Any fee increase will require your clients to log in to IB Client Portal to approve of the change. A fee decrease does not need your client's approval.