|2||RRSP, Spousal RRSP, LIRA, RIF & LIF||FREE|
|4||Deposit-Bill Payment (CAD Only)||FREE*|
|5||Deposit-Wire Transfer (CAD/USD)||FREE*†|
|6||Withdrawal-Electronic Fund Transfer (EFT)||FREE*††|
|7||Partial Transfer out||$50 per account|
|8||Account Transfer Out||$150 per account|
|9||Withdrawal-Wire Transfer (CAD/USD)-Canada||$50*†|
|10||Withdrawal-Wire Transfer (USD)-International||$100*|
|11||DAP (C.O.D) Transfer In/Out||$50 per name|
|16||US RRSP, US Spousal RRSP & US LIRA||US $15 per quarter|
|17||UK QROPS||US $150 per year|
|18||US TFSA||US $15 per quarter|
|19||RESP||$25 per year|
|20||US RESP||US $15 per quarter|
|21||Account Administration Fee||$24.95 per quarter†††|
|22||Partial Deregistration Fee||$25††††|
|23||Full Deregistration Fee||$50††††|
|24||Lifelong learning plan (LLP)||$25|
|25||Home buyer's plan (HBP) partial deregistration||$25|
|27||DRS (Direct Registration System)||$200 USD per name|
|28||Certificate Deposit/Withdrawal||$200 per Certificate / Name|
|29||Certificate Deposit/Withdrawal Rush||$450 per Certificate / Name|
|30||Safekeeping of Certificate||$50 per certificate / Month|
|31||Research Request (Minimum 1 hour)||$75 per hour|
|32||Electronic Trade Confirmation (e-Confirmation)||Free|
|33||Cheque Cancellation Fee||$50|
|34||Electronic Monthly Statement (e-Statement)||Free|
|35||Paper Trade Confirmation||$3|
|36||Paper Monthly Account Statement||$5|
|37||Copy of Tax Statement||$35 per account per year|
|38||Copy of Monthly Statement||$20 per account per month|
|40||NSF Cheque/Returned Items||$50|
|42||Unclaimed property||$29.95 per quarter|
|43||Estate transfer||$250 per account|
|44||Legend Removal Rule 144/33||$300 per name|
|45||Settlement of non-DTC eligible securities||$450|
* For cash or position movement from/to Commission-Free Account, $25 will be charged in addition to Regular Fees.
All administrative fees are in the currency of the applicable account.
† You may be charged by your financial institution for wiring out or receiving a wire.
†† Up to $25,000 CDN/USD per day.
††† $24.95 per quarter will be charged to each client's account if their combined total assets are lower than $5,000 or they do not complete at least one trade with a minimum commission of $1.99 per calendar quarter. Clients will be exempt from the account administration fee if they are under 26 years old or if their account is either a Commission-Free Trading Account, RESP account or a registered charity. If, in the following quarter after incurring the account administration fee, a client trades at least one trade with a minimum commission $1.99, commissions will be reimbursed up to $24.95 provided that the account remains opened at the end of the following quarter.
†††† Deregistration of TFSA withdrawals and RRIF minimum annual withdrawals are FREE.