Fees & service scope
Know the cost.
Know the agreement.
Understand what you are engaging, when a fee applies, and which terms govern the service.
Read the service agreementThe service agreement
Fees tied to
the agreed service.
The account service agreement describes a 1% fee on successfully funded or deployed capital, due at the funding or service milestone specified in the agreement.
This is not a universal account, trading, or subscription fee. Review applicability, timing, payment methods, and any different written terms.
Ask about your serviceOn successfully funded or deployed capital, where applicable under your written terms.
Review scope and conditionsBefore you commit
Four things to confirm.
- 01
The service
What is included, who provides it, and what requires a separate engagement.
- 02
The milestone
When a fee becomes due, and which funding or service event triggers it.
- 03
Other costs
Any separate product, provider, network, or third-party fees.
- 04
The written terms
Your agreement, any specific variations, and a copy for your records.
Make room for what comes next
A clear scope. A considered next step.
Your accounts, your records, your next conversation. Start with the full picture.