Applies To:
- All Portfolio Managers, Advisors, Wealth Planners, and support staff.
- Eligible account types: Cash accounts, Joint accounts, Margin accounts, TFSA, RRSP, RESP, RDSP, FHSA, RIF, LIF, LIRA, and Trust accounts.
You can submit an Account Fee Change request from a client’s CRM Contact Record. Use the instructions below to ensure requests are processed correctly and all necessary information is provided.
When to Submit an Account Fee Change Request
- A client qualifies for a strategic relationship fee adjustment.
- A grandfathered fee arrangement needs to be applied or maintained.
- A previously agreed-upon fee structure requires updating due to changes in the client's account status.
How to Submit an Account Fee Change Request
To submit an Account Fee Change request, you'll use the Service Extension on the client's CRM Contact Record.
How to Submit an Account Fee Change Request
- Navigate to the Client's CRM Contact Record
- Go to the Servicing Tab
- Select "Account Administration → Special Handling
- Select "Account Fee Change" as your request type
- Select the Target Account
- Select the Reason for Change (Client represents a strategic relationship / Grandfathered fee arrangement)
- Select the Updated Account Level Fee from the dropdown list
- Review & Submit
- Once you confirm the details, click Submit to create the service request ticket
After Submitting the Request
A new service request ticket will be created. You can locate it:
- In the Right-Side Panel of the client's CRM Contact Record under Tickets.
- In the Account Administration Pipeline, where you can track the progress and confirm when the request is completed.
Processing Times
- Typically 5-6 business days after the ticket has been submitted and completed any applicable review.