Instructions to retrieve 2021 Tax Documents are found under Resource Center – Tax Forms.

Effective February 16, 2017

Average Debit BalanceInterest Rate Above Broker Calls Money Rate (BC)
Below $15,000BC + 6.25%
$15,000 – $49,999BC + 5.75%
$50,000 – $99,999BC + 5.25%
$100,000 – $249,999BC + 4.75%
$250,000 – $499,999BC + 4.25%
$500,000 and aboveBC + 3.75%

Note: The current Broker Call Rate can be found on the Internet

Margin Disclosure Statement