1. To set up your Adviser Charging structure for new investments, you will need access to Fastrak Setup, if you do not have Setup access, please ask the person who manages Fastrak in your firm to arrange this for you
2. Go to Setup at the top of the screen and click on the Charges & Fees tab
3. On a client worth threshold basis, set up your charging structure using the green Plus (+) sign to add the threshold bandings
Note: Charges shown on new investment reports do take into account the existing holdings on the wrap platform e.g. Transact, in addition to the new amount being invested, and this is based on all of the wrap platform's holdings within the ‘Client Account’ (i.e. as shown in the Client Account Dashboard).
