Investor Fee Tier

How to Assign Investors to their Fee Tiers

  1. In the Main Navigation Menu select Investor Info
  2. Select Investor List
  3. Select the investor you wish to assign a Fee Tier to
  4. Navigate and double click on the Fee Tier field under the Personal Information section
  5. Select the Tier you wish to assign to the Investor in the Change Tier pop up module and click Save