Our clients pay a monthly $20 fee (the "Monthly Fee") for the brokerage, trading and investment management services provided by IntelligentInvesting Securities Inc. (“IISI”) and its affiliate IntelligentInvesting Wealth Management Inc. (“IIWMI”).
Below is a list 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 following are transactional fees that only apply if you request the associated service and 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 to make arrangements for the specified fee. Please submit a request for more details.
Broker assisted phone trade - $40
The ability to submit trade instructions via phone is available only in extenuating circumstances and can only be executed through IISI's trade desk. The IISI Customer Success team is not authorized to submit any trade orders on behalf of clients.
All fees set out in this Fee Schedule are subject to applicable taxes.