How do I add a flat $ and % adviser service fee in WealthSolver?

Answer:

This can be added into the WealthSolver proposal by clicking the Action drop-down menu and selecting Edit Plan Fees.

To use Adviser Commission, please go to Adviser Commission, select tickbox and click on the 'pencil' to edit the fees. Once updated, click the Save button.

To use Adviser Service Fee, please go to Adviser Service Fee, select tickbox and click on the 'pencil' to edit the fees. Once updated, click the Save button.

Adjust the type of fee manually in the advice document.