Transparent, straightforward pricing. Below is a breakdown of our per-use fees for transaction and account-service requests. You only pay when you ask us to act.
The fees shown below apply per use for transaction- and account-related services on our platform. These fees apply in addition to any asset-custody or platform fees. Most account services (e.g., online access, digital statements, annual reporting) are included at no extra cost. Please see your full fee schedule or contact us if you have questions.
Here's what else you should know:
- All fees listed here are per request and charged only when you initiate the service.
- Fees are assessed at the time the request is processed and charged per occurrence.
- Fees are subject to change with prior written notice to account holders.
| Fee Description | Fee Amount |
|---|---|
| Outgoing Domestic Wire | $35 |
| Outgoing International Wire | $50 |
| Check | $35 |
| Cashier's Check | $50 |
| ACH (For amounts under $10,000 only) | $15 |
| State Tax Withholding | $35 |
| Overnight Mail | $35 |
| Credit Card Decline or Chargeback | $50 |
| Duplicate Statements | $50 |
| Next-Day Processing | $100 |
| Same-Day Processing | $250 |
| Loan Setup Fee (401k) | $225 |
| Loan Default Fee (401k) | $150 |
| Plan Amendment Fee (401k) | $150 |
| Roth Conversion or Recharacterization¹ | $100 |
| Re-Registration² | $75 per asset |
| IRS Form Facilitation / Preparation Fee | $100 per request |
| Legal Action Fee³ | $150 per hour |
| Corrective Reporting Fee | $250 per request |
| Late Payment or Processing | $25 per month or request |
| Special Handling | $100 |
| In-Kind Crypto Transfer Out | 1.00% |
| Partial Termination | $150 |
| Complete Termination | $300 |
¹ Recharacterizations may only be in cash. Roth conversions may not be recharacterized.
² Any re-registration fees charged by third-parties will be additionally assessed. $75 re-registration fee applies to each asset.
³ Relating to production of documents related to subpoena or legal action.
Fees are subject to change with written notice.
Last updated: November 2025
