Margin Interest Rates

Debit Balance

Margin Rate

Effective Rate

$0-$24,999,99

Base Rate - 0.25%

10.50%*

$25,000-$49,999.99

Base Rate - .050%

10.25%

$50,000-$99,999.99

Base Rate - 0.75%

10.00%

$100,000-$249,999.99

Base Rate - 1.25%

9.50%

$250,000-$999,999.99

Base Rate - 1.75%

9.00%

$1,000,000-$2,499,999.99

Base Rate - 2.75%

8.00%

$2,500,000+

Base Rate - 3.75%

7.00%