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Benefits & Pricing

Core

$15/month

$360 one-time setup fee

The essentials you need to start investing

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  • No minimum opening deposit
  • BYOD (Bring Your Own Deal)
  • Online document storage
  • Investment dashboard to track investments
  • Email support
  • No cost cash transfers from current custodian
  • Fair Market Value reporting on Form 5498 (IRA only)

Gold

$30/month

$600 one-time setup fee

All the essentials plus premium service

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  • All Core features
  • Expedited service and transfers
  • Four free wire transfers per year
  • Custom-named LLC (IRA only)
  • Priority support
  • Roth IRA conversion assistance & tax filing for 1099-R
  • Tax Filing for Solo 401(k) Form 5500

Ready to take control?

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