Payouts/Transfers

Understanding payouts/transfers, transaction fees, etc.

Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated

• What payment method did my client use to pay?
• Understanding Your Transfers Page
• When will I get paid?
• Transaction Reports
• Payout Transaction Types
• When are fees deducted?
• Assigning a Client ID or Tag
• Assigning an Advisor ID or Tag