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With the new addition to our Custodian Tab, account level billing questions are easy. This new feature provides account level information on the “Last Billed Amount” & “Total Billed Amount”. The Account billing details was designed to streamline account level billing questions.

Simply navigate to the custodian accounts page and select the blue edit button to view the Account Billing Details.

Account Billing Details View



Colton Pence
Colton Pence