Announcing a New Fee Structure

Effective June 1, 2014, the pricing plan for your account(s) will change. As a result, if your billing anniversary falls on the weekend of May 31, 2014, you will be billed at the new Plan rate for June 2014.

The New Pricing Plans are called:

Basic Investment Plan (BIP): $7.99 per month (2 trades per month)

Moderate Investment Plan (MIP): $56.25 per month (15 trades per month)

Diversified Investment Plan (DIP): $122.50 per month (35 trades per month)

IRA Accounts $3.99 per transaction

Any accounts that were previously in the former Unlimited Investment Plan (“UIP”), will be automatically rolled into the MIP. No accounts will be swept into the DIP. You must do so proactively to ensure you are charged appropriately.

Additional details are posted on our website.

I have read the new fee structure above:

 

 

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