Menu, as displayed, at start up:


 Below is the fee editing screen.  Fees as calculated by the program can be checked, edited, changed or deleted before submission to the custodian.  The program highlights accounts that do not have a cash or money market balance high enough to cover the calculated fee.

Customize per product pricing screen... you can assign rate breakpoints per investment product. (NOTE: An account may be assigned to only one investment product pricing routine at a time)