Please download Zinvest financial mobile app to open account
Please download Zinvest financial mobile app to open account
Zinvest Financial Service is committed to providing a commission-free basic trading experience. We generally do not charge trading commissions or account maintenance fees (subject to the applicable product offerings and eligibility).
| Stock, Option, ETF | Fees ($) |
|---|---|
| U.S. Listed Equities & (including ETFs) | 0 |
| U.S. Listed Equities & (including ETFs)'s options | 0.35 |
| Index Options (Contract Fee) | 0.5 |
| OTC Securities | 0 |
| American Depositary Receipts (ADRs) | 0 |
| Transfers & Money Movement | Fees ($) |
|---|---|
| Returned Check (non-IRA), ACH | 0 |
| Wire & Recall/Stop Payments | 0 |
| Returned Check – IRA Rollovers | 25 |
| ACATS, Outgoing | 100 |
| Incoming Wire Transfer | 0 |
| Outgoing Wire Transfer | 25 |
| International Outgoing Wire Transfer | 45 |
| Domestic Overnight Check Delivery | 20 |
| Service | Fees ($) |
|---|---|
| Electronic Statements & Trade Confirmations | 0 |
| Paper Statements (monthly) | 2 |
| Paper Trade Confirmations | 2 |
| Domestic Overnight Mail | 20 |
| International Overnight Mail | 50 |
| Paper Form CRS | 0 |
| IRA Match - Early Removal Fee | Variable |
| Miscellaneous | Fees ($) |
|---|---|
| Restricted Accounts | 0 |
| Worthless Securities Processing | 0 |
| Voluntary Corporate Action/Election | 100 |
| Mandatory Corporate Action/Election | 15 |
| Stock Borrow Fee | Market Rate |
| HTB Locates (manual or via API) | Market Rate |
| Margin | Fees ($) |
|---|---|
| Up to $50,000 | 8.05% |
| $50,000 up to $100,000 | 7.85% |
| $100,000 up to $1 million | 7.55% |
| $1 million up to $10 million | 7.30% |
| $10 million up to $50 million | 7.25% |
| $50+ million | 7.00% |
Please also note:
· Our clearing partner, Velox Clearing, may charge or adjust fees for certain services.
· International wire transfers may incur fees charged by the sending and intermediary banks, subject to each bank’s fee schedule.
· If a deposit or withdrawal is recalled/reversed during processing, a recall fee may be charged by the sending or intermediary bank.
· Certain products, services, or special transaction scenarios may involve additional fees or minimum fee/amount requirements. Customers are responsible for confirming the applicable fees before placing a trade or requesting a service.
· We may update our fee disclosures from time to time to meet business and regulatory needs. Please refer to the latest disclosures for the most current information.
