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IRA Fees

(Regular IRA, Roth IRA, Educational IRA, and SEP IRA)

Profit Sharing Account Fees

Fee Description

Fee Amount

Set-up for 1st participant

$45

Set-up for each additional participant

$25

 

Traditional, Roth, Educational and SEP IRA Fees

Fee Description

Fee Amount

Set-up Fee

$25

Annual Fee

$35

Closing Fee

$75

All checks must be made payable to our clearing firm, Penson Financial Services, Inc.
Please be sure to note "IRA Setup Fee" on your check and include an IRA Deposit Slip
Setup fees are to be sent with the application to:

    Success Trade Securities, Inc.
    1900 L Street NW
    Suite 525
    Washington, DC 20036


    PLEASE NOTE: The service charge for opening an account is $25.00. If the acceptance fee does not accompany the application, there will be a $12.00 late fee.

Annual and Closing Fees

All checks must be made payable to our clearing firm, Penson Financial Services, Inc.
Please be sure to note "Setup Fee", "Annual Fee" or "Closing Fee" on your check
Please include an IRA Deposit Slip  with your check
All checks are to be sent directly to:

    Success Trade Securities, Inc.
    1900 L Street NW
    Suite 525
    Washington, DC 20036
     

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