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
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.