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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




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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






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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



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*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




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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



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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



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*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.

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