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Firstrade Fees, Margin Rates, IRA Fees, Interest, Trading Tools Charges for 2012
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Firstrade Margin Rates
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Balance |
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Rate Calculation
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Rate as of
10/16/2009 |
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$1,000,000+ |
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FBR% |
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5.00% |
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$500,000 ~ $999,999 |
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FBR + 0.50% |
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5.50% |
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$250,000 ~ $499,999 |
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FBR + 1.25% |
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6.25% |
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$150,000 ~ $249,999 |
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FBR + 1.75% |
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6.75% |
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$100,000 ~ $149,999 |
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FBR + 2.00 % |
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7.00% |
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$50,000 ~ $99,999 |
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FBR + 2.50% |
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7.50% |
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$0 ~ $49,999 |
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FBR + 2.75% |
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7.75% |
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Firstrade's Base Rate (FBR) is 5%. Margin rates
effective 10/16/2009.
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Firstrade Other Fees
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E-Documents - Receive statements and confirms online |
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FREE |
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Dividend Reinvestment Plan (DRIP) |
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FREE |
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Nasdaq Level II Streaming Quotes & Charts |
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$19.95/Month |
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Returned Checks / ACH |
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$35 |
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Stop Payments
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$25 |
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Mailed Trade Confirmations |
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$1 |
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Mailed Account Statements |
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$2 |
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Duplicate Account & Tax Statements |
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$10 |
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Duplicate Trade Confirmations |
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$3 |
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Margin Call Notices |
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$25 |
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Sell-Out / Buy-In Notices |
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$25 |
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Copies of Personal Checks |
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$10 |
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Issue Stock Certificates |
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$100 |
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Out-Going Account Transfers (ACATS eligible) |
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$50 |
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Partial Account Transfer (includes DTC transfers, per item) |
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$10 |
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Internal Asset Transfers |
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$20 |
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Wire Out Funds - Domestic / Foreign |
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$30 / 35
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Tender Offers (Voluntary Reorganizations) |
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$25 |
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Mandatory Offers (delivery of physical certificate) |
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$25 |
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Legal Transfers |
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$75 |
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Smart (Valet) Account Annual Fee
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$75 |
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Overnight Delivery - Continental U.S. / International, Alaska & Hawaii |
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$25 / 35
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Foreign Issue Transactions |
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$75 |
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DWAC |
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$35
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DRS |
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$95 |
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Account Verification Fee
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$15 |
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Safekeeping per Security (Monthly / Deposit / Withdrawal) |
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$4 / 15 / 80 |
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American Depositary Receipts (ADRs) Custody Fee |
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$0.01~0.05 per share1 |
Firstrade Fees are as of 2012 and are subject to change. For most recent information go here:
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