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Transaction and Optional Service Fees
Service
Fee
Definition
Commissions:
Diversified Investing Plan

  $122.50/month Includes 35 buy, sell or E-ZVestsm window trades in a given month.
$3.99 All additional window trades within the month.
Please Note: These monthly charges are assesed to your account every month and are not contingent upon trading activity.
Commissions:
Moderate Investing Plan

  $56.25/month Includes 15 buy, sell or E-ZVestsm window trades in a given month.
$3.99 All additional window trades within the month.
Please Note: These monthly charges are assesed to your account every month and are not contingent upon trading activity.
Commissions:
Basic Investing Plan



  $7.99/month Includes the first two (2) buy, sell or E-ZVestsm window trades in a given month.
$3.99 All additional window trades within the month.
Please Note: These monthly charges are assesed to your account every month and are not contingent upon trading activity.
IRA Accounts
  • Traditional
  • Roth
  • Rollover
$25/year

$50/termination
fee
  • The Unlimited Investing plan is not available for IRA accounts
  • All yearly fees are waived when a monthly or weekly E-ZVestsm purchasing schedule is set up within 30 days of opening the account and maintained throughout the year
  • Education
$10/year
$50/termination
fee
  • Trades
$3.99/trade All window buy or sell orders.
  • Termination Fee

$50
Charged for full transfers and full distributions if account holder is under 59½, except in the case of death, disability or divorce.
Real-time Trades
$15/trade
Real-time buy or sell orders.
Dividend Reinvestment
No Charge
Cash dividends can be automatically reinvested into company stock.
ACH Link (BUYandHOLD Instant Deposit)
No Charge
Link your bank account to your BUYandHOLD account.
Account Transfer—In
No Charge
Full Account Transfer—Out to Another Brokerage Firm
$50
All securities delivered out of your BUYandHOLD account to another brokerage firm and BUYandHOLD account closed.
Partial Securities Transfer $25/security
($150 maximum)
Partial securities delivered out of your BUYandHOLD account to another brokerage firm.
Certificate Issuance & Delivery
$30
Charge to obtain a stock certificate and deliver via U.S. mail (certificate issued and registered in your name).
Funds Wired—In/Out
$15
Charge to receive and/or withdraw a customer-initiated Federal Funds Wire.
Legal Item
$35
Charge to transfer certificate registration from one person or entity to another.
Overnight Courier
$25
Charge for Federal Express Next Day delivery (does not include checks).
Returned Check
$25
Charge for check returned for any reason.
Returned ACH
$25
Charge for client or other ACH returned for any reason.
Stop Payment: Check
$30
Charge to stop payment on a BUYandHOLD issued check.
Stop Payment: ACH
$30
Charge to stop payment on an ACH transfer (BUYandHOLD initiated stop).
Check Issuance $5 Charge for issuing and mailing a check for funds from your BUYandHOLD account.
Previous Statement Copies
$10
For each paper statement requested by customer.
Voluntary Re-org
$25
Charge for accepting a voluntary re-org.
Misc/Other Fees
$???
Please click here for note regarding misc third party fees.
Paper Confirm
$3
For each paper confirm requested by a customer.
Current Statement Copies
$5
For each paper statement requested by a customer.
Customer Service
.
1-800-646-8212
Monday-Friday 9AM-4:30PM EST

 

BUYandHOLD may modify, add or remove fees as deemed necessary to cover the expenses associated with the operation and services rendered. Disclosure of any changes will be provided either by posting a notice on our home page, sending an e-mail notification or in certain circumstances both. If you have any questions about these fees, please contact our Customer Service Department.

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