Service Fee Schedule

Effective January 1, 2015. Subject to change.

 

Full Transfer of Accounts Delivery (ACAT Exit Fee) 

Per Event  

$95.00 

Legal Transfer Per Event  $90.00
Transfer & Ship (DRS Eligible) Per Event $25.00
Transfer & Ship (Non-DRS Eligible)  Per Event $220.00
Trade & Margin Extension Per Event $12.00
Mailgrams Per Event $5.00
Physical Reorganization Per Event $36.00
 Legal Return Per Event $60.00
Bounced Checks  Per Event $25.00
Stop Payments  Per Event $25.00

Safekeeping (covers deposit, custody, & withdrawal)

Per Certificate per month  $5.00
Annual Custody Fee*  Per Account $25.00
NFS Brokerage AccessSM Asset Management Account with Visa Classic Debit Card Per Year $50.00
NFS Brokerage Portfolio® Asset Management Account with Visa Gold Debit Card  Per Year $100.00
NFS Brokerage Portfolio® Asset Management Account with Visa Platinum Debit Card Per Year $150.00
NFS IRA, Rollover IRA, Roth IRA, BDA IRA, SEP IRA, Simple IRA Prototypes (“Premiere Select IRA”)**
Maintenance
Per Account per year 35.00
Liquidation Per Account $95.00
NFS Profit Sharing and Money Purchase Prototype (“Premiere Select Retirement Plan”)**
Maintenance Per Account per year $35.00
Liquidation Per Account $95.00
Domestic Wire Transfer Per Outgoing Wire $25.00

Foreign Securities Transfer

Pass through fees***
Precious Metals Transfer & Delivery Pass through fees
Restricted Stock Transaction Each $150.00

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