Financial Services - Financial Advisors Customer Support Commissions

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Commissions and Fees

Online Stock Trades

$29.95 per transaction up to 1,000 shares; add $.03 per share thereafter.

Online Penny Stocks Commission

Penny Stocks are defined as stocks trading at less than $1.00.

Three rules apply:

$15 per trade plus $.03 per share
- OR -
10% of principal, with overriding minimum of $29.95.
On a sell, the maximum of 85% of principal (overrides $29.95 minimum).
If quantity is equal to or less than 1,000 shares then the maximum commission is $29.95 for penny stocks.

Online Options Trades

$19.95 plus $2.50 per contract.

$35 overriding minimum.

Online No-Load Mutual Fund Trades

No transaction fee funds: $0.

Transaction fee funds: $75.

Although H&R Block Financial Advisors does not charge a transaction fee on certain participating no-load funds, we receive remuneration from these fund companies. In addition, a $75 short-term redemption fee will be charged on no-load no transaction fee funds purchased and sold within 180 days.

Advisor Assisted Trading

Please contact your advisor or the Investor Center at 1-866-295-7912 for information on commissions and/or fees associated with advisor assisted trading.

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