- Account Comparison
- Basic Account
- Premium Account
- 1.5% Annual Management Fee Charged Quarterly
- $3,000 Minimum Deposit
There are circumstances in which third party regulator agencies, clearing firm or banks will charge a transaction-based fee. Please review the schedule below for more information. Zinvest Financial does not profit from or receive any portion of fees charged by the third parties.
|SEC Transaction Fee||Pass Through|
|FINRA Trading Activity Fee||Pass Through|
|Market Venue Charges||Pass Through|
|Clearing Fee||Pass Through|
|Bank Transfer (ACH) Deposits and withdrawals up to $50,000||0|
|Returned Checks/ACH/Wires and Recalls/Wire Amendment||$30 per item|
|Wire Transfer (Domestic)||$30 per item|
|Wire Transfer (International)||$50 per wire|
|Account Transfer (Incoming)||0|
|Account Transfer (Outgoing, ACAT Only)||$75 per item|
|Print and Mail (Confirms, Statements, Tax Reports)||$5 per item|
|Electronic Statement and Confirms||$0|
|Minimum Balance to Open Margin Account||$2,000|
All fees in the table above are subject to change without notice as per our clearing partner, Velox Clearing.
An ACH transfer is free of charge, but if an ACH transaction is returned due to insufficient funds, a non-transactional account, levies, or for any other reason you will be charged a $30 reversal fee by Velox Clearing.
$30 ACH reversal fee is also applied to a returned/reversed ACH withdrawal.
Additional wire transfer fees charged by any originating, intermediary, or recipient bank may apply.
Interest on margin trading is calculated based on client’s daily balance and charged on a monthly basis. The margin rate may be subject to change upon 30 days’ notice.
Processing and service fees assessed by third parties may be passed through to the customer’s account. Some products and services may require additional fees or transaction minimums not specifically listed above. Prior to placing a trade or requesting any service, it is the customer’s responsibility to ask Zinvest Financial if any additional fees will apply.