You’ll be charged a custody fee of $30 per quarter if you hold assets on a Stock Trading account at the end of each quarter. The custody fee is also dependent on your trading activity. You will be exempt from the charge if you:
- Deal three or more times on your Stock Trading account during the quarter
Share commission paid in the quarter will reduce the custody fee.
The fee does not apply if you only hold cash on your account. The custody fee will apply per client rather than per account.
Please see our customer agreement for more information.
You can find details of all our fees and charges here.
Quarterly cycle |
Month charged if you have not met the criteria |
---|---|
January - March |
April |
April - June |
July |
July - September |
October |
October - December |
January |
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