Advisors may charge their clients for services rendered either through automatic billing, electronic invoice or direct billing. You determine the advisor fees at the time of the client’s registration, and may modify these at any time in Account Management. In addition to the advisor client fees specified, advisors can charge its normal commissions to the client.

Client fee schedules can be applied to accounts individually or can be stored in templates. As an advisor, you can configure fees for one or more client accounts, or set up client fee schedules in templates, then assign the templates to client accounts. The use of templates allows you to easily maintain different fee schedules for multiple client accounts.

If you are a new advisor (i.e., you just opened your AMID account), then there will be a blank default client fee template, which you can then configure with your own fee schedule. If you are an existing advisor, your old global fee schedule is now the default client fee template. You can modify the default template.

As an Advisor, you can elect to charge client commissions to your own Advisor master account when configuring fees for a client account.

As an Advisor, you can also charge fees on the current value of the amount that your clients have invested in hedge funds.

For each client who invests in a participating hedge fund, you can charge fees based on the Annualized Percentage of Net Liquidation Value of the current value of the client’s investment in the Fund and/or the percentage of profit and loss of the client’s investment in the Fund, as well as configure the fee posting frequency (monthly or quarterly). Your clients must approve the fee schedule by signing a form.

Fees entered for the first time in the middle of a period will be calculated and applied as of the date the fee agreement is approved and entered into the system. Fees changed during a period will take effect as of the beginning of the next monthly or quarterly period. If you change the frequency from monthly to quarterly, the change will take effect as of the next calendar quarter. If you change the frequency from quarterly to monthly, the change will take effect after the end of the current calendar quarter.

Advisors can Reimburse fees to client accounts.
Advisors can also modify or cancel pending fee reimbursements and view the details of fee reimbursements that have already been processed. To reimburse client fees, the Advisor client fees must be configured for electronic invoicing.

Brokers have the ability to charge their clients for services rendered based on a fee-per-trade unit for each asset class (e.g. stocks, options, etc.), exchange and currency. The trade unit is determined by the unit AMID Financial Centre uses for its commissions charges and can be on a per share, per contract, or % of trade value basis.
Specify all commission markups on the Client Fees page in Account Management.

Client fee schedules can be applied to accounts individually or can be stored in templates. As a broker, you can configure fees for one or more client accounts, or set up client fee schedules in templates, then assign the templates to client accounts. The use of templates allows you to easily maintain different fee schedules for multiple client accounts.

If you are a new broker (i.e., you just opened your Introducing Broker – IB account), then there will be a blank default client fee template, which you can then configure with your own fee schedule. If you are an existing broker, your old global fee schedule is now the default client fee template. You can modify the default template.

The following general rules apply to broker client fee schedules:

If a broker has not created a fee schedule for an individual account, then the default client fee template will automatically apply to that account.

Brokers can also specify fees per trade for specific products and exchanges.

Fees and markups owed to fully disclosed and non-disclosed brokers are sent to the master account and then swept to the broker’s Proprietary Account for Broker-Dealers every night.

Types of Broker Client Markups
For each asset class/currency, a broker can select one of the fee-per-trade client markup types listed below, one markup type per asset class/currency.

Minimum Amount
Maximum Amount
Ticket Charge
Absolute Markup and Absolute Amount
% Markup

Markup Summary

Brokers can view all commission markup schedules for their client accounts on the Markup Summary page in Account Management. The Markup Summary sorts information by fee schedule, and displays client accounts that use the global markup schedule together.

Clients requiring any of the below connections are subject to the following connection minimums:

USD 150.00 per month minimum + USD 700.00 one-time setup fee

Dedicated Leased Line (Verizon, AT&T, etc) contact us for pricing