| Page Properties | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Details |
Work Queue | ReviewFee |
|
| Stage | Analyze |
| Node | Fees |
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Overview
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The External Fee Review assignment prompts an analyst to review and refund any applicable fees in their firm's external system and attest that all necessary actions were completed.
How
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-To
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Step 1: Click the Manual Review Fee button.
Step 2: Review the fee presented in QFD. Using your firm's external system, complete the required action.
Step 3: Return to QFD and check the box next to "I confirm all necessary steps have been taken."
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Step 4: Click the Apply button.
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