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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.