{"id":630,"date":"2021-05-05T07:19:00","date_gmt":"2021-05-05T07:19:00","guid":{"rendered":"https:\/\/ibkrcampus.eu\/glossary-terms\/client-fee-template\/"},"modified":"2021-05-05T07:19:00","modified_gmt":"2021-05-05T07:19:00","slug":"client-fee-template","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.eu\/campus\/glossary-terms\/client-fee-template\/","title":{"rendered":"Client Fee Template"},"content":{"rendered":"<p>A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees templates the configuration of client fees for multiple client accounts without having to set those fees separately for each client account. Advisors and Brokers create Client fee templates on the Manage Clients &gt; Fees &gt;\u00a0Templates page in Portal. Wealth Managers create client fee templates from the Money Manager Assignment page.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees templates the configuration of client fees for multiple client accounts without having to set those fees separately for each client account. Advisors and Brokers create Client fee templates on [&hellip;]<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[162,157],"class_list":{"0":"post-630","1":"glossary-terms","2":"type-glossary-terms","3":"status-publish","5":"traders-glossary-trading-terms-c","6":"traders-glossary-trading-alphabet"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Fee Template\" \/>\n<meta property=\"og:description\" content=\"A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees templates the configuration of client fees for multiple client accounts without having to set those fees separately for each client account. Advisors and Brokers create Client fee templates on the Manage Clients &gt; Fees &gt;\u00a0Templates page in Portal. Wealth Managers create client fee templates from the Money Manager Assignment page.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/\" \/>\n<meta property=\"og:site_name\" content=\"IBKR Campus EU\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\n\t    \"@context\": \"https:\\\/\\\/schema.org\",\n\t    \"@graph\": [\n\t        {\n\t            \"@type\": \"WebPage\",\n\t            \"@id\": \"https:\\\/\\\/www.interactivebrokers.eu\\\/campus\\\/glossary-terms\\\/client-fee-template\\\/\",\n\t            \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/client-fee-template\\\/\",\n\t            \"name\": \"Client Fee Template\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/#website\"\n\t            },\n\t            \"datePublished\": \"2021-05-05T07:19:00+00:00\",\n\t            \"description\": \"A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees templates the configuration of client fees for multiple client accounts without having to set those fees separately for each client account. Advisors and Brokers create Client fee templates on the Manage Clients &gt; Fees &gt;\u00a0Templates page in Portal. Wealth Managers create client fee templates from the Money Manager Assignment page.\",\n\t            \"breadcrumb\": {\n\t                \"@id\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/client-fee-template\\\/#breadcrumb\"\n\t            },\n\t            \"inLanguage\": \"en-US\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"ReadAction\",\n\t                    \"target\": [\n\t                        \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/client-fee-template\\\/\"\n\t                    ]\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"BreadcrumbList\",\n\t            \"@id\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/client-fee-template\\\/#breadcrumb\",\n\t            \"itemListElement\": [\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 1,\n\t                    \"name\": \"Home\",\n\t                    \"item\": \"https:\\\/\\\/www.interactivebrokers.eu\\\/campus\\\/\"\n\t                },\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 2,\n\t                    \"name\": \"Glossary\",\n\t                    \"item\": \"https:\\\/\\\/www.interactivebrokers.eu\\\/campus\\\/glossary-terms\\\/\"\n\t                },\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 3,\n\t                    \"name\": \"Client Fee Template\"\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"WebSite\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/#website\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/\",\n\t            \"name\": \"IBKR Campus EU\",\n\t            \"description\": \"\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"SearchAction\",\n\t                    \"target\": {\n\t                        \"@type\": \"EntryPoint\",\n\t                        \"urlTemplate\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/?s={search_term_string}\"\n\t                    },\n\t                    \"query-input\": {\n\t                        \"@type\": \"PropertyValueSpecification\",\n\t                        \"valueRequired\": true,\n\t                        \"valueName\": \"search_term_string\"\n\t                    }\n\t                }\n\t            ],\n\t            \"inLanguage\": \"en-US\"\n\t        }\n\t    ]\n\t}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Archives Term | IBKR Glossary | IBKR Campus","description":"A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/","og_locale":"en_US","og_type":"article","og_title":"Client Fee Template","og_description":"A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees templates the configuration of client fees for multiple client accounts without having to set those fees separately for each client account. Advisors and Brokers create Client fee templates on the Manage Clients &gt; Fees &gt;\u00a0Templates page in Portal. Wealth Managers create client fee templates from the Money Manager Assignment page.","og_url":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/","og_site_name":"IBKR Campus EU","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.interactivebrokers.eu\/campus\/glossary-terms\/client-fee-template\/","url":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/","name":"Client Fee Template","isPartOf":{"@id":"https:\/\/ibkrcampus.eu\/campus\/#website"},"datePublished":"2021-05-05T07:19:00+00:00","description":"A schedule of client fees that can be applied to multiple Advisor or Broker client accounts or to those assigned to a Money Manager. Client fees templates the configuration of client fees for multiple client accounts without having to set those fees separately for each client account. Advisors and Brokers create Client fee templates on the Manage Clients &gt; Fees &gt;\u00a0Templates page in Portal. Wealth Managers create client fee templates from the Money Manager Assignment page.","breadcrumb":{"@id":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/client-fee-template\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.interactivebrokers.eu\/campus\/"},{"@type":"ListItem","position":2,"name":"Glossary","item":"https:\/\/www.interactivebrokers.eu\/campus\/glossary-terms\/"},{"@type":"ListItem","position":3,"name":"Client Fee Template"}]},{"@type":"WebSite","@id":"https:\/\/ibkrcampus.eu\/campus\/#website","url":"https:\/\/ibkrcampus.eu\/campus\/","name":"IBKR Campus EU","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ibkrcampus.eu\/campus\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/glossary-terms\/630","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/glossary-terms"}],"about":[{"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/types\/glossary-terms"}],"version-history":[{"count":0,"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/glossary-terms\/630\/revisions"}],"wp:attachment":[{"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/media?parent=630"}],"wp:term":[{"taxonomy":"traders-glossary","embeddable":true,"href":"https:\/\/ibkrcampus.eu\/campus\/wp-json\/wp\/v2\/traders-glossary?post=630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}