How do I pay my annual fee?

Your annual fee is billed monthly in arrears. It is based on the value of your portfolio statement generated on the last day of the previous month.

Each month, we issue your invoice on the 1st, and payment is due by the 5th.

To pay, log in to your client portal. Depending on your country of residence, you can pay by open banking, bank transfer or credit card.

If you have questions about an invoice or how your fee was calculated, your account manager can talk you through it. For the full fee structure across all plans, see our pricing page.