Disclose Individual Client Fee Schedule
- Smart Kx |
- 5 steps |
- 22 seconds
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
2
Click "Firm"
3
Select the client to send the fee schedule to.
4
Click "Disclose Fee Schedule"
Note- the text in the email is customizable to the firm.
5
Click "Send"
