In the Firm view, go to the "Households" tab

Select the households to add to the group

No Bill
Range	Rate
> $0	0%
Standard Fee Schedule
Range	Rate
$0 - $250,000	1%
$250,001 - $1,000,000	0.9%
$1,000,001 - $3,000,000	0.8%
> $3,000,000	0.7%
Minimum Annual Fee: $500
30 bps
Range	Rate
> $0	0.3%

Set group name *

Confirm selected households

	Household	Contract	Accounts	Schedules	Date
	A Shrum Test	#00006	
179889707
155390241
314687344
LS holding
PE 101
1
	
No Bill
1%
30 bps
Standard Tiered 1%
	May 25, 2023
	Roy, Shibon	#00001	
361180826
368029931
336081066
	
Standard Fee Schedule
30 bps
	May 18, 2023

Schedules

These schedules are applied in the contracts. Exceptions are not shared between members of a group.
No Bill
Range	Rate
> $0	0%
Standard Fee Schedule
Range	Rate
$0 - $250,000	1%
$250,001 - $1,000,000	0.9%
$1,000,001 - $3,000,000	0.8%
> $3,000,000	0.7%
Minimum Annual Fee: $500
30 bps
Range	Rate
> $0	0.3%

Create and Edit Groups

Create a Group

View a Group

Add a Household to an Existing Group

Edit an Existing Group

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