Fee Schedules

Margin Rates:

Loan Size Rate
$0 to $24,999.99 NFS Call + 2.50%
$25,000.00 to $49,999.99 NFS Call + 2.00%
$50,000.00 to $74,999.99 NFS Call + 1.50%
$75,000.00 to $99,999.99 NFS Call + 1.00%
$100,000.00 and up NFS Call + 0.75%

Service Fees:

Service Fee
144 Transfer Fee $125
Annual Alternative Investment Fee
(max 3 per account - $90)
$30
Annual Inactivity Fee $50
Bounced Check $30
Certificate Request – DRS eligible $10
Certificate Request – Non DRS eligible $220
Full Transfer of Assets (Out) $75
IRA Annual Fee $35
IRA Outgoing Wire $15
Legal Transfer $50
Outgoing Wire $25
Rejected Stock Certificate $25
Reorganization Fee (ONLY for physical certificates) $50
Safekeeping Fee
(per physical certificate)
$5 per month
Stock Dividend All Agent Fees Apply