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Zinvest | Pricing | | $0 Commission Fee | $0 Minimum Deposit | $0 Platform Fees

Zero Advisory fee
Zero Trading Fee

Zinvest Financial does not charge a management fee or trading fee for basic portfolio management programs and client self-directed investments.

Fees charged by third parties

There are circumstances in which third party regulator agencies, clearing firm or banks will charge a transaction-based fee. Please review the schedule below for more information. Zinvest Financial does not profit from or receive any portion of fees charged by the third parties.

Pass-through Trading Fee
SEC Transaction Fee Pass Through
FINRA Trading Activity Fee Pass Through
Market Venue Charges Pass Through
Clearing Fee Pass Through
Pass-through Transfers
Bank Transfer (ACH) Deposits and withdrawals up to $50,000 0
Returned Checks/ACH/Wires and Recalls/Wire Amendment $30 per item
Wire Transfer (Domestic) $30 per item
Wire Transfer (International) $50 per wire
Account Transfer (Incoming) 0
Account Transfer (Outgoing, ACAT Only) $75
Pass-through Miscellaneous
Print and Mail (Confirms, Statements, Tax Reports) $5 per item
Electronic Statement and Confirms $0

All fees in the table above are subject to change without notice as per our clearing partner, Velox Clearing.

Additional wire transfer fees charged by any originating, intermediary, or recipient bank may apply.

Both incoming and outgoing wire transfer reversals are subject to wire transfer reversal fees. Additional wire transfer reversal fees charged by any originating, intermediary, or recipient bank may apply.

Processing and service fees assessed by third parties may be passed through to the customer’s account. Some products and services may require additional fees or transaction minimums not specifically listed above. Prior to placing a trade or requesting any service, it is the customer’s responsibility to ask Zinvest Financial if any additional fees will apply.