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Where can I see my dividends and fees?

You can see your dividends and fees by clicking on Accounting on the left Navigation Pane, and then clicking on the Income & Expenses tab. Here, you can access the Dividends and Fees tabs.

The Income & Expenses tab on the platform platform shows income and expenses separately from asset level performance. Those that don’t apply to asset level performance (such as Fees) are included for the whole account under this section.    

Dividends

In this section, you can track dividends earned across all owners, accounts and countries, and: 
  • Easily review withholding tax rate by country  
  • Identify the rate applied and opportunities for reclaim 
  • Dive into the detail and analyse transaction-specific details  

Fees

The Fees section shows you the fees that you've paid your bank for managing your money. The Transaction Charges section shows you any extra charges you've been charged when you buy or sell something or commission.

You can:

  • Monitor fees and transaction charges in real time 
  • Automatically calculate fees as percentage of AUM / transaction
  • Understand total costs by category and account 
  • Quickly aggregate and compare by provider, owner, or entity 

The below video shows you how to see your dividends and fees.