how can I add advisor fees to an account

Support Questions
1

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.

2

Hey Tom, I’d recommend you:

  • add a Other / Fees for the USD (or EUR, 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)