Report Highlight: Commission Statements

The Commission Statement report allows advisors to view a condensed fee details report with an expense and payout summary.

To access the Commission Statement report:

Navigate to your appropriate AdvisorBOB instance ([company].advisorbob.com)
On the left hand side select reports, and then click on “Commission Statement”
Advisors can search their name individually, or any delegates, along with the desired pay cycle they want to view. We recommend selecting one Pay Cycle at a time.
The Commission Statement report is exportable to excel and PDF for different reporting purposes

Click Reports and click Commission Statements

Advisors can find their name

Pay close attention to the summary boxes in the bottom left of the report

The summary buckets at the end represent the following:

Custodian Expenses – Includes LPL Financials General and Standard adjustments
RIA Adjustments – Debits and credits associated with Great Valley Advisor Group
Rep Payout – Net payout associated advisor and pay cycle.