LIBERTY - Coming Soon: Self-Service Fee Upload Enhancements

This month, we will be adding new functionality to our self-service fee credit/assessment upload capabilities and fee processing reports within Liberty. This enhancement will include the addition of established term and exit term dates, firm-level setting for fee assessments on accounts that do not hold sufficient cash to cover/pay the fee, and reformatting the success/failure processing message to improve efficiencies and visibility. Look for more information on this enhancement in an upcoming RIA Connection.