Can I see the Service Fees I've earned?
- Yes. Just log into your Assante Connect account and review your balance, earnings, and payments through the Revenue section.
How are fees charged?
- Assante Connect collects your Service Fee and our Management Fee from clients monthly.
- Your clients will see these fees as separate transactions in their account. Your fee will appear as "Advisory Fee" and the Assante Connect fee as "Management Fee".
How often do I get paid?
- Assante Connect collects the fee on a monthly basis from clients, as such you will be paid either on the 15th or 30th commission run from Assante for your Service Fee.
How are payments processed?
- Your fees will be processed through Grid on your Assante commission statement, under the category ‘Assante Connect Fees’, and will appear under your ROBOC-XXXX (ACM) or ROBOF-XXXX (AFM) code.
How can I see my previous earnings?
- Underneath the Fee Tracker, click the calendar icon and select a month.
How do I change my Planning Fee?
- Click on a client's name to open the Client Summary then click the "Edit" button next to "Planning Fee".
- In the next box, you can update the Service Fee and write a quick message to your client.
- Once you click "Save", your email will be sent to your client informing them of the change.
- Please note that if the fee is increased, you must send proof of client consent (LOE) to [email protected] prior to the end of the month in which the fee was changed.
- NOTE: If Documentation is outstanding: Assante Connect will contact Advisor and the new fee will not come into effect until the LOE is received.
- The LOE (Letter of Engagement) is available to Advisors on AANet.