How to check transactions in fee transactions

After mapping adviser codes from unmapped Accounts, follow the below steps to check transactions of those Adviser codes in Fee Transactions:

1. Go to 'Payout Data' and click on ‘Fee Transactions’ from the drop-down

2. On the Fee Transaction page, you can use a number of filters such as Adviser Groups, Advisers, Product Providers, From Date and To Date, to check the transactions which were mapped with the advisers as per your needs.


3. Click on the ‘Search Transactions’ button to display data in the table as per the filter used.

4. Transactions mapped with the same Adviser code are grouped together on this page.

5. You can also download data in the table by using the CSV button on the right upper side of the table.

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