Coastal Customer Account Fees

Advantage Account Fee $125.00 annually
Investment (standard brokerage) Account Fee $65.00 annually
UGMA/UTMA Account Fee $45.00 annually
IRA Account Fee $50.00 annually
Account Inactivity Fee $50.00 annually
Alternative Investment Custody Fee $100.00 per investment ($600.00 per account maximum)
IRA Termination Fee $95.00 per account
Safekeeping Fee $25.00 per security per account
Lost Certificates $50.00 plus transfer bonding cost
Confirm/Handling Fee $4.50 per order
Margin Interest Rate ($15.00 minimum)
Stop Payment $25.00 per item
Returned Checks $25.00 per item
Transfer & Ship $30.00 (standard); $100.00 (rush)
Reorganization Activities Fee waived
Bond Redemptions Fee waived
Wire Transfer: Domestic $15.00
Wire Transfer: International $35.00
ACAT Delivery Fee $95.00
Qualified Retirement Plans:
Standard Plan $200.00 set-up fee
Non-Standard Plan $250.00 set-up fee
Maintenance $150.00 annually

As of 08/01/2016. This list is provided for convenience purposes only and may not include all fees. For a question relating to a specific type of fee, please consult your Coastal Ambassador.

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