Our clientspay a monthly $20 fee (the "MonthlyFee") for the brokerage, trading and investment management servicesprovided by IntelligentInvesting Securities Inc. (“IISI”) and its affiliate IntelligentInvesting Wealth ManagementInc. (“IIWMI”).
Below is alist of fees associated with normal day-to-day transactions.
Commission for listed US & Canadian securities - $0
Account Opening - $0
Account Closing - $0
Deposits via Bank Transfer (EFT) - $0
Withdrawals via Bank Transfer (EFT) - $0
Electronic Statements & Trade Confirmations - $0
Inactive account - $0
Outgoing account transfers to another institution - $0
Monthly
The followingare transactional fees that only apply if you request the associated serviceand the request is approved by an IISI representative.
Paper Account Statement - $15
Special Requests & Investigation - $70 per hour
Voluntary Corporate Action/Election - $45
Wire Transfer (Incoming and Outgoing) - $25
If you wish to wire an amount greater than $50K, our team may be able tomake arrangements for the specified fee. Please submit a request for moredetails.
Brokerassisted phone trade - $40
The ability to submit trade instructions via phone is available only inextenuating circumstances and can only be executed through IISI's trade desk.The IISI Customer Success team is not authorized to submit any trade orders onbehalf of clients.
All fees set out in this Fee Schedule are subject to applicable taxes.