External Fee Review

Overview

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-To

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."

Step 4: Click the Apply button. 

Step 5: Click the Process Actions button.