Special Service Fees
Expedited Service: $ 50.00
- Documents must be received by 10 a.m. ET and your account must have available funds.
Wire Transfer, In or Out: $ 30.00
Overnight Service: $ 18.00
- USPS Express Mail is used for Post Office Box.
Certified Mail: $ 8.00
- Required when sending original documents.
Cashier’s Check: $ 10.00
- Cashier's checks must be sent overnight ($18 fee). Only one overnight fee will be charged regardless of the number of cashier's checks issued for a given transaction.
Document Processing: $ 5.00
- For documents requiring a notary.
Returned Checks: $ 30.00
- Not included with Annual Maintenance Fee.
- All fees are taken from your account on the day an investment is processed unless you prepay the fees.
- Fees cannot be reimbursed.
- Account must be pre-established to accept checks.
- Checks are not held at our office and will be deposited on date received.
- Personal or business checks are available 7 business days after date of deposit.
- Transfer or direct rollover checks are available 5 business days after date of deposit.
- Cleared funds must be available in order to make an investment; available funds include wires, cashiers checks, and money orders.