Erika Jessop
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Lacey Warnock and
Erika Jessop are now friends 9 years ago -
Erika Jessop started the topic Referral Network Fees in the forum Billing 9 years ago
How does your firm track fees that are charged from the custodial referral networks (Schwab, TD, and Fidelity)? Do you track them in client accounts without passing those fees along to your clients? Referral network fees vary from quarter to quarter, so how do you enter them in Orion?
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Amanda Webster and
Erika Jessop are now friends 9 years, 4 months ago -
Rebecca Zabka and
Erika Jessop are now friends 9 years, 5 months ago -
Ray Shirley and
Erika Jessop are now friends 9 years, 6 months ago -
Melissa McCune and
Erika Jessop are now friends 9 years, 6 months ago -
Laura Behrens and
Erika Jessop are now friends 9 years, 6 months ago -
Dylan Mahler and
Erika Jessop are now friends 9 years, 6 months ago -
Chris Davis and
Erika Jessop are now friends 9 years, 6 months ago -
Andrea Gibb and
Erika Jessop are now friends 9 years, 6 months ago -
Erika Jessop changed their profile picture 9 years, 6 months ago
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Brad Corrigan and
Erika Jessop are now friends 9 years, 6 months ago -
Becca Sarratt and
Erika Jessop are now friends 9 years, 6 months ago
