Handling Investment Club Member Fees and Expenses


In our June webinar, senior support team member Sean Pulrang explains how to handle fees and expenses in an investment club.

In our June 21, 2022 Investment Club webinar, Sean Pulrang of ICLUBcentral delivered a presentation on "Handling Investment Club Member Fees and Expenses" using

Member fees and club expenses require careful attention in accord with ICLUBcentral's recommendations for best practices of investment club accounting, with particular transactions providing the possibility for unfair treatment for some members. Sean reviews the basics of member fees and payments, along with the different types of expense transactions. In addition, Sean reviews's recently released functionality to allow for the sub-categorization of investment and non-investment expenses, as well as the new Club Expenses Report to summarize the club's spending.

Download PDF handout.

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