Fee Upload File

Files to be uploaded at various custodians in order to extract fees in bulk

A fee upload file is a text file formatted for specific financial custodians that, when uploaded, allows an advisory firm to extract fees in bulk.

The upload file resource is actually an archive of several individual files, each needs to be uploaded with individual custodians.

The format of the individual files is slightly different, but in general is a list of each account with the fee to be applied.

Fee upload files are considered part of the output of a billing report. They cannot be deleted individually or modified. The upload files are deleted when a billing report is deleted.