Margin Rates:
| Loan Size |
Rate |
| $0 to $24,999.99 |
NFS Call + 2.50% |
| $25,000.00 to $49,999.99 |
NFS Call + 2.00% |
| $50,000.00 to $74,999.99 |
NFS Call + 1.50% |
| $75,000.00 to $99,999.99 |
NFS Call + 1.00% |
| $100,000.00 and up |
NFS Call + 0.75% |
|
Service Fees:
| Service |
Fee |
Annual Alternative Investment Fee
(max 3 per account - $90)
|
$30 |
| Annual Inactivity Fee |
$50 |
| Bounced Check |
$30 |
| Certificate Request – DRS eligible |
$10 |
| Certificate Request – Non DRS eligible |
$220 |
| Full Transfer of Assets (Out) |
$75 |
| Legal Transfer |
$125 |
| Outgoing Wire |
$25 |
| Overnight Mail Fee (for rush check Delievery via UPS) |
$20 |
| Reorganization Fee (ONLY for physical certificates) |
$50
|
Safekeeping Fee
(per physical certificate)
|
$5 per month |
|
