Pricing and Rates

We are committed to providing competitive and transparent pricing for all our products and services. Our goal is to offer rates that not only align with market standards but also provide you with the best possible returns on your investments and savings. Below is a detailed overview of the rates, commissions, and other key financial metrics associated with our offerings.

Private Checking Accounts

$10

Monthly Fee

0.25% APY

Interest Rate

0.25% APY for balances over $10,000

Business Banking Accounts

$0.15

Minimum Annual Fee

0.50%

APR

$0.15 per transaction after the first 100 free transactions/month

Custody Services

0.10%

Annual Fee

$1,000

Minimum Annual Fee

0.05% of total assets managed

Investment Management Fees

1.25%

Annual Fee

1.00%

APY

Retirement Savings Accounts

3.00%

Guaranteed Rate

Lombard Loans

2.50%

3.75%

APR

Foreign Exchange Trading

0.20%

Commodities Investments

1.00%

Annual Fee

$15

Transaction Fee

Pricing and Rates

Transaction fees, fund expenses, and service fees may apply.