How can I avoid the $25 quarterly administration fee?
To avoid quarterly administration fees, please ensure you meet at least one of the following criteria:
- You have at least $15,000 in your collective accounts OR
- You have set up a pre authorized contribution (PAC) of at least $100 per month OR
- You have completed at least two trades during the quarter
This fee does not apply to clients who have had their Credential Direct account for less than six months.