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Bronze Silver Gold Premium
Account Type Self-managed Self-managed Self-managed Managed
Level of Investment $5,000-100,000 $5,000-100,000 $5,000-100,000 $100,000+
Opening Account
Email Support
Currency Conversion
Portfolio Creation
Portfolio Execution
Detailed Quarterly reports
Password renewal
Tax Report Preparation
Additional funds allocation $150 $150 $150
Investment Advising $90/hour $90/hour $90/hour
Total cost (bundled) $125

($250 corporate)

$295

($420 corporate)

$365

($490 corporate)

Begins at 1.35% and declines
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