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INDIVIDUAL ADVISOR PlanS
ADVISOR US BASIC
$379.00
Includes:
- 5 medallion signature guarantees per month (no cost)
- Additional medallion signature guarantees $75 each
- Medallion signature guarantees provided only to US citizens
- Document delivery billed at cost
- 3-months minimum
ADVISOR US GOLD
$549.00
Includes:
- 10 medallion signature guarantees per month (no cost)
- Additional medallion guarantees $5o each
- Medallion signature guarantees provided only to US citizens
- Document delivery billed at cost
ADVISOR INTERNATIONAL**
$879.00
Includes:
- 10 medallion signature guarantees per month (no cost)
- Additional medallion signature guarantees $50 each
- Medallion signature guarantees provided to US and Non-US citizens
- Document delivery billed at cost
*Transactions with transfer values over $1 million are handled on a "quoted" basis.
**Advisor International is available to US based financial advisors and attorneys with International clients.
For Internationally based corporates/attorneys/advisors, please call for individual plans.
CORPORATE PlanS
MULTIPLE ADVISORS BASIC
$999.00
Includes:
- Plan includes access for 5 authorized advisors
- Up to 25 total medallions a month (no cost - 5 per advisor)
- Includes medallions for US and Non-US Citizens
- Dedicated Customer Service
- Document delivery billed at cost
mULTIPLE ADVISORS GOLD
$1,499.00
Includes:
- Plan includes access for 10 authorized advisors
- Up to 50 medallions per month (no cost - 5 per advisor - interchangeable)
- Includes medallions for US and Non-US Citizens
- Dedicated Customer Service
- Document delivery billed at cost
MULTIPLE ADVISORS PLATINUM
$2,499.00
Includes:
- Access for 25 authorized advisors to obtain medallions
- Up to 125 medallions per month (5 per advisor no cost - interchangeable)
- Includes medallions for US and Non-US Citizens
- Dedicated Customer Service
- Document delivery billed at cost
*Transactions with transfer values over $1 million are handled on a "quoted" basis.
**For organizations that require customized plans, please call us.
***Corporate plans are available to US based organizations only. For International plans, please call us.