Our offices will be closed Friday, July 3rd in observance of Independence Day. Our offices will reopen Monday, July 6th at 9:00 am EDT. Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.
Visit our Coronavirus Resource Center for important updates and resources to help you navigate this time (this resource center also includes information related to the CARES Act and IRS Tax Deadline updates).


Special Service Fees

Special Service Fees

Matured Note: $75.00

  • Assessed for each unresolved matured promissory note held in the account.
  • Assessment occurs in the fourth month after the note matures.

Expedited Service: $75.00

  • Documents must be received by 10 a.m. ET in good order and your account must have available funds.

Wire Transfer, In or Out: $30.00 Domestic | $30.00 International

Overnight Service: $30.00

Certified Mail: $30.00

  • Required when sending original documents.

Cashier’s Check: $30.00

  • Cashier’s checks must be sent overnight ($30 fee). Only one overnight fee will be charged regardless of the number of cashier’s checks issued for a given transaction.

Returned Check & Stop Payment: $30.00 per item

Special Document Processing Fee: $5.00

Paper Bill Pay or Distribution: $15.00 per item
(This fee can be avoided by submitting an electronic bill pay through myEQUITY.)

Paper Statement Fee: $40.00 annually.
(The paper statement fee can be avoided by enrolling in eStatements.)

Late Fee: $50.00 per occurrence

Miscellaneous Activity Request: $75.00 per hour

Special Handling Fee: $25.00 (Action on closed account)

  • Special service fees are not included with Annual Maintenance Fee.
  • All fees are withdrawn from your account on the day an investment is processed unless you prepay by check or credit card.
  • 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. Guaranteed funds include wires, cashiers checks, and money orders.

Retail Fee Schedule

With our all-inclusive fee schedule, there are no hidden fees or surprise charges. It’s very simple and easy to understand, and it comes with unbeatable value that you can only get from a leading self-directed IRA custodian.

Institutional Fee Schedule