Objective
This SOP explains how to navigate Advizon to review billing fee assignments for Schwab accounts. It helps team members quickly identify whether an account has a tiered fee, flat fee, or no fee assigned.
Key Steps
1. Open the Billing Center in Advizon 0:09
- Log in to Advizon.
- In the top-left corner, select the menu dots.
- Click Billing Center to access billing-related settings.
2. Go to Settings and Assignments 0:20
- From the Billing Center, locate the left-hand navigation panel.
- Hover over or select Settings and Assignments.
- This section contains billing configuration and assignment options.
3. Select Account Fee Assignments 0:27
- Click Account Fee Assignments.
- Review the account-specific billing information displayed on the page.
- Check the Billing Settings column to identify the fee type assigned to each account.
4. Review Assigned and Unassigned Fees 0:47
- Confirm whether each account is set to a tier fee, flat fee, or unassigned.
- Use this view to verify that billing fees are correctly applied.
- Note any accounts that appear unassigned for follow-up.
5. Escalate Questions or Issues 0:56
- If you have questions or encounter issues in Advizon, contact support.
- Email: compliance@rossbyfinancial.com
- Include relevant account details and a clear description of the issue when requesting help.
Cautionary Notes
- Only review or verify billing settings for accounts you are authorized to access.
- An unassigned fee may indicate a setup issue that should be reviewed promptly.
- Do not assume a fee type is correct without confirming the account details shown in Advizon.
Tips for Efficiency
- Use the Billing Settings column to quickly scan for tier, flat, or unassigned statuses.
- Keep a list of accounts with unassigned fees so they can be reviewed in one batch.
- If you frequently check billing assignments, bookmark the Billing Center path in your workflow for faster navigation.