What are the miscellaneuos fees associated with Sterling (Lime Pro)?
Account Transfer (ACAT) Out - No Fee
ACH Transfer - $50.00
Limited Partnership Annual Fee - $25.00 Fee per security
DTC Transfer out - $30.00
ESOP Processing Fee (Employee Stock Options) - Paper Confirms, Statements & Tax Documents are available for $2.50 per month plus $2.00 per confirm plus postage. There is no charge for electronic access.
Paper Confirms, Statements & Tax Documents - $2.00 per page
Hard Copy Requests - $20.00
IRA Set-Up Fee and First Year Fee - $20.00
IRA Annual Fee - $35.00
Letter of Authorization (LOA) - $25.00
Lost Certificates - $20.00 Plus any out-of-pocket fees
Monthly Credit Plus Fees (Check Writing and Visa Card) - $7 per Month
NSF Checks - $25.00 per check
Physical Certificate Processing Fee for Deliveries over 50,000 Shares - $100.00
Physical Certificate Request - Minimum of $525 (Includes $500.00 DTC fee plus any applicable pass-through fees)
Qualified Retirement Plan Annual Fee - $70.00
Reorganization Items (Subscriptions, Redemptions, Tenders, Exchanges, and Conversions) - $20.00 per Issue
Reg T Extensions - $10.00
Request for Special Services - TBD based on service.
Rush Transfer of Securities - $25.00
Securities Returned from Transfer Agent - $15.00
Stop Payment/Returned Checks - $25.00
Transfer of Securities Requiring Legal Opinion/Documents - $50.00 per issue
Wire Transfer - Domestic Wire Transfers are $25.00, International Wire Transfers are $50.00.
Worthless Security Processing - TBD based on specific situation.