Commission Pricing

Next Market
Open Trades
With this option selected, trades will be scheduled to be executed at 9:30am ET on the next trading day. All trades placed when the stock market is closed are also considered a next market open trade.
Real-Time Trades
With this option selected, trades are executed in real–time during market hours.
Our Professional
Motif Portfolios
Commission pricing includes buys, sells, customizations, and rebalances of a professional motif
$0
per trade
$9.95
per trade
Your Built or Community Motif
Portfolios
Commission pricing includes buys, sells, customizations, and rebalances of your own built or community motif
$9.95
per trade
$19.95
per trade
Single Stocks / ETFs
Commission pricing includes buys or sells of new or additional shares of any individual stock/ETF within or outside a motif you own
$0
per trade
$4.95
per trade
IPO or Secondary Offerings
$0
per trade
$0
per trade

By executing a trade at the next market open, it will be scheduled to be executed at 9:30am ET on the next trading day. These trades are executed at prevailing market prices, which may differ significantly from current market prices.

Auto-invest Recurring Trading

Our Professional Motif Portfolios Your Built or Community Motif Portfolios Single Stocks / ETFs
$0
per trade
$4.95
per trade
N/A
per trade

Auto-invest in any professional motif or motif that you have built or customized ($250 minimum) at a frequency that works for you, from bi-weekly to quarterly. Auto-invest trades will be executed at the next market open.

Blue Subscription Pricing

With an optional Motif BLUE subscription, save more money on your trading commissions. Your monthly subscription entitles you to 3 commission-free real-time trades, limitless commission–free next market open trades, and real–time quotes on every page (not just trade pages).

$19.95
per month

Licensing Fees for Professional Motif Portfolios

Category of Motif Portfolio Annual Licensing Fee
% of Invested Assets
Motif Impact Portfolio (Available only in Impact Accounts) 0.25%
Horizon Model Motif Portfolios None
Target Date, Investing Classics, & Bonds Motif Portfolios 0.25%
All Other Professional Motif Portfolios 0.50%

Margin Requirements

Margin Balance Margin Rates
$0 – $9,999 10.50%
$10,000 – $49,999 10.00%
$50,000 – $99,999 9.50%
$100,000 – $249,999 9.00%
$250,000 – $499,999 8.50%
$500,000 8.00%

You must have at least $2,000 in your margin account before buying stocks on margin. The maintenance margin requires you to have a certain level of equity in the margin account. If the account value falls below the maintenance margin, Motif will issue a margin call and you will have to deposit cash into the account.

Other Fees

Fee Type Amount
Platform fee

This quarterly fee applies to accounts that have less than $10,000 in combined securities and cash in the account but more than $0, have not placed a commission trade in the account within the last 3 months, and are not active Motif Blue subscribers or Impact account holders

$10
Wire transfers out

Wiring cash from Motif Investing to another financial institution. There is no charge for incoming wires.

$25
Full account securities transfer fee out

Applied when you transfer all of the securities (e.g., stocks) in your account to another brokerage without selling the securities

$65
Partial account securities transfer fee out

Applied when you transfer some of the securities (e.g., stocks) in your account to another brokerage without selling the securities

No Charge
Returned check or ACH

Also referred to as NSF or Non-Sufficient Funds in your account.

$25
Stop payment on check $25
Check copies $15
Check request by regular mail from your brokerage account No Charge
Overnight mail $25
Paper delivery of confirms & statements

Access these documents online for free.

Electronic Only. Paper statements by request, $2
Research statement copies

Not available online

No Charge
Broker-assisted trades

Buy and sell securities via phone

$45
Process removal of securities restriction (Rule . 144) for restricted securities

Note that these transactions may involve significant transfer agent, DTC, courier and other fees which will be charged to the account.

No Charge
Voluntary corporate action

Applicable when you participate in the tender offer for a corporate reorganization, however, there is no charge for mandatory actions, such as mergers or acquisitions.

$15
Mandatory corporate action

e.g., mergers, reverse stock splits

No Charge
IRA account termination

Closure of an IRA or Roth IRA account

$95

Regulatory Fees

Information on Regulatory Fees
SEC Fee

This fee is levied on all security sales and is rounded up to the nearest penny. For a rough calculation, multiply $0.000013 times your sale proceeds. If sale proceeds = $10,000, total SEC fee = $0.13 ($10,000 x $0.000013). SEC fee rate is typically adjusted semi-annually.

$13.00 for every $1,000,000 in sale proceeds
TAF Fee

This fee is charged on all covered stock and ETF sales and is rounded up to the nearest penny.

$0.000119 per share (min charge of $0.01, max charge of $5.95)

Certain regulators impose transaction fees to cover their costs of regulating the brokerage industry. The fees are passed through to customers as part of normal transaction processing. These fees will appear as a line item called “Estimated Fee” during order entry and will also be listed on your trade confirmations as a “Transaction Fee” or an “Additional Fee.”

Get started with thematic investing

Motif gives you access to thematic portfolios, automated impact investing, and IPOs, all through one dynamic trading platform.