Miscellaneous Fees and Free Services

Miscellaneous Fees

Mailed confirmation to an Internet account $1
Mailed statement to an Internet account $2
Duplicate historical confirmation $2
Duplicate historical statement $3
Overnight delivery $20
Returned checks $20
Notices, such as Sell out or Buy in $20
Wire funds out domestic/international $20/$40
Voluntary reorganizations $25
Legal items $25
Certificate delivered out/reregistered $50
Incoming/Outgoing DRS (Direct Registration System) $50
DWAC (Direct Withdrawal at Custodian) $50
Cashless Stock Options Processing Fee $50(Plus applicable Commission and Margin interest)
Regulatory Transaction Fee $.00307 per $100 of sales proceeds
Merger/redemption deposit of old certificate $53

Free Services

Annual account maintenance No charge
Inactive account No charge
Transfer out/account closing No charge
IRA termination No charge
Online confirmations and statements No charge
Dow Jones Real-Time News No charge
Real-time streaming quotes and charts No charge
Cost basis accounting No charge