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How do you take your fees on joint accounts?

We calculate and deduct our service fee each month. If you have enough cash in your account, we will collect the service fee from there. If you don't have enough in cash, we'll take what we can from cash and then collect any shortfall from the largest investment in your account. Joint account service fees can not be taken from a sole Cash Management Account.

We always try to collect it from investment funds first. If you have no investment funds, we'll look for any exchange traded investments, then investment trusts, and finally any shares you may hold.