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Markup Summary

The Markup summary displays commission markup schedules for a broker's client accounts. The report sorts information by fee schedule, and displays an extra line for those client accounts that use the global markup schedule.

ClosedWho can access the Markup Summary page?

You can access this page if you are a Broker Master User.

To view the Markup Summary

  1. Click Manage Clients > Fees > Markup Summary.

The Markup Summary page appears.