Simplified Account View & Fees

ZippyY
ZippyY Member
I have elected to use the Simplified View for my IRA in lieu of the traditional detailed view that identifies every transaction. How do I retrieve the fees that are being assessed in my account? Since individual transactions are not displayed, fees don't appear anywhere. I have found the "Fees" checkbox in Account Setup however this appears to a be a one time fee. Thanks for your help.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    You will not have access to any of the investment transactions in the account (including fees that are being assessed) when you use the Simplified View.
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