Suggestions

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Account fee on deposits as well as asset balance

Pension accounts in Israel charge a certain percentage fee on AUM (e.g. 0.1%) plus a fee on all deposits entering the fund (e.g. 1%). Could you add the option to include this fee on deposits?

1 vote

Tagged as Suggestion

Suggested 20 May 2022 by user Nadav

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  • 20 May 2022 Nadav suggested this task

  • 20 May 2022 Kyle Nolan approved this task

  • avatar
    Shawn @PL

    plus a fee on all deposits entering the fund (e.g. 1%) The AUM could be set on the account itself with the Fee field.

    To debit a fee from deposits for a specific account type would require a change, but you can add a Transaction Tax in Settings -> Tax to apply to ALL investment accounts.

    08 February