Update a Fee Structure

Provide a fee structure to update. Then entire fee structure object must be provided to the PUT request.

Editable Fields:

  • name
  • calculation_type
  • collection_type
  • frequency
  • quarter_cycle
  • balance_type
  • flat_rate
  • flat_dollar_fee
  • semi_annual_cycle
  • annual_cycle
  • tiers
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Path Params
integer
required

Unique ID for the object

Body Params
integer

The unique resource ID for this Fee Structure

integer
deprecated

The user ID of the creator User

integer

The firm ID of the managing firm

string

The name of this Fee Structure

string

The slugified name of this Fee Structure

string
enum

R for Flat Rate, A for Flat Account Fee, G for Flat Group Fee, D for Drop Through, T for Tiered Fee, and F for Favor Fee

Allowed:
string

See Billing Collection Types

string
enum

See Frequency Codes

Allowed:
integer

See Billing Quarter Cycle Codes

string
enum

E for end of period balance, A for average daily balance, P for ending period balance w/ adjustment for flows, C for ending period balance w/adjustment for flows less cash

Allowed:
float

The flat rate for this Fee Structure. Must be between 0 and 99 inclusive. Will be stored and converted to a Percentage. (i.e. 1 -> 1% and 0.25 -> 0.25%)

float

The flat dollar fee for this Fee Structure

tiers
array of objects

Tiers associated with the fee structure

Tiers
date-time

Timestamp for when the record was created

date-time

Timestamp for when the record was updated

Responses

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Response
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application/json