The screen below will list all the brokers associated with the selected client.
The broker must be entered via the Contact Manager and assigned with the category of broker, before it can be set-up using this function and referred to in the Investments Module.
Minimum Charges and Commissions are maintained here and these are picked up when entering trades using the appropriate broker.
Note: commissions and minimum charges can be entered at transaction. If you wish to do this enter 0.00 for Min Charge and 0.00 for Commission at the time of broker set-up