The service charges you incur depend on the number of portfolios in your account.

Examples

1. Create a portfolio on the first day of the month and assign one or more users. You will be charged the monthly rate of $5 for this portfolio for this month and for subsequent months until you delete the portfolio or remove all assigned users.

2. Create a portfolio and assign one or more users on the 10th of the month. You will be charged $5 for this portfolio on the 11th, and then on the 1st for subsequent months until you delete the portfolio or remove assigned users.

3. Create a portfolio on the 10th of the month and assign one or more users to it on the 15th of the month. You will be charged $5 for this portfolio on the 16th, and then on the 1st for subsequent months until you delete the portfolio or remove assigned users.

4. Create a portfolio on the 10th of the month and assign one or more users, then delete it on the 15th of the month. You will be charged $5 for this portfolio on the 11th, and no further charges.

5. Create a portfolio and then share it with other accounts. Portfolios that you create and to which you assign one or more users are charged at $5 on monthly basis. There is no additional cost for sharing your portfolios with other accounts. For a shared portfolio from another account, you will be charged the monthly rate of $5 when you assign users from your account to it. You can remove user assignments from your account to shared portfolios at any time. When you do, you will stop incurring charges starting from the subsequent month.