Effective January 1, 2021
We don’t believe in hidden charges, investment minimums, or setup fees, and we work hard to maintain the most transparent, easy to understand, and competitive pricing structure in the industry. We’ve changed our pricing structure so that you no longer pay based on the size of your investment nor the size of your account. And you definitely don’t get penalized for growing your assets!
Introducing 2 New Plans
Pro
Bring your own deal and access our 20+ investment partnersStarter
Access our 20+ investment partners
ProBring your own deal and access our 20+ investment partners. |
StarterAccess our 20+ investment partners. |
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Account Fees |
$25/month |
$10/month |
Account Setup | ![]() |
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Account Funding |
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Tax Reporting |
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Same-Day ACH Processing |
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E-Statement Delivery |
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Per-Investment Fees | ||
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$10/$50 |
$10/$50 |
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$75 |
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Service Fees |
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$500 | ![]() |
Outbound Wire Transfers |
$25 | $25 |
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$50 | $50 |
Frequently Asked Questions
You will be charged your December fee on January 1. A second fee, for your new Alto pricing plan, will be charged later in January.
Moving forward, you will be charged monthly on your account opening date. (Example: If you opened your account on April 8th, you will be billed every month on the 8th.) This is different from what you may be accustomed to, if you've typically been billed for the previous month on the 1st day of each month.
You will be charged the investment fee when you e-sign for your investment.