Still have a question that needs an answer?
If you have a question that wasn't answered in our FAQs, email us.
I transferred shares a few days ago. Why hasn’t my account balance changed?
Securities may take a full business week to settle and show up in an account, but you can check the status of your contribution in your online account. See: How do I check the status of my contribution?
Maintenance fee may be applied
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.