***[ Altruist Help Center Fee Report ]*** *must be logged into Altruist to view

🔷 but we’re also visual people, please see below:

make sure you choose Executed Invoices

Select the date range which represents the previous month - For example, if today were Feb 5th, 2025, chose the full prior month in which to report executed fees. (see below)

now you’ll have a billing file

rename the file as [ your name_date_custodian ]