The Service Fees screen displays the service fee payment details for the dealer/representative. This screen displays the last ten service fee payment details by default.

You can filter the view of the service fee payments based on the month or year.

You can expand each record to view the service payment details based on either the fund or account. To view the service fee payment details, refer the section Viewing Service Fee Information (page 41).

You can access this screen by clicking the Service Fees sub tab under the Advisor tab on the left menu panel.