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P/L Markup Summary Report

This report shows a summary of client profit and loss (P/L) used to determine quarterly and annual performance fees paid to an Advisor for a single client account or for all client accounts.

Access this report by clicking Reports > Supplemental > P/L Markup in Account Management.

Here is an example of a Client Summary report:

For more information

• For additional information on how to generate the report, see the P/L Markup Summary Report topic in the Reporting Guide.