I have a couple advisor-managed accounts who charge me a monthly fee. Is there a way to add that in to the picture? It’s not directly related to a single asset, but rather the total value of the account, so it fluctuates. Ideally I could set up the % of the fee and the system would ‘guess’ how much my fee is, and I would confirm it, but I could just as easily enter it monthly.
1 Answer
1Hey Tom, I’d recommend you:
- add a
Other / Feesfor theUSD(orEUR, or whatever you main currency is) transaction to that account. - set the transaction Value to 0
- and Fee to whatever the fee is (always as positive value)
En este caso se podria agregar un fee por cuenta en vez por activo. No veo que pueda poner un % del saldo como fee sino que es un fee unico que abria que cargar mensualmente no?
– gonza_agrofinnYes, you simply add a transaction whenever you're charged a fee by the broker. It's not automated.
– rafal