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).
Matured Note: $75.00
Expedited Service: $75.00
Wire Transfer, In or Out: $30.00 Domestic | $30.00 International
Overnight Service: $30.00
Certified Mail: $30.00
Cashier’s Check: $30.00
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)
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.