Pricing Programs

What are pricing programs?

ShareBuilder's pricing programs are designed to give you greater investing flexibility. Each pricing program combines a price point with access to online tools to create a plan that fits your financial goals. There are three pricing programs to choose from, each offering different features to help you meet your investing goals: Basic, Standard, and Advantage. You can compare the features of these programs on our Pricing & Rates page.

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What pricing programs does ShareBuilder offer?

ShareBuilder offers three different pricing programs, each offering different features to help you meet your investing goals: Basic, Standard, and Advantage. You can compare the features of these programs on our Pricing & Rates page.

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When can I start or change my pricing program?

When you select a pricing program, you can choose to either "Begin this month" or "Begin next month." If you choose to begin this month, you will have immediate access to your new benefits and you will pay your first monthly subscription on the following business day. If you choose to begin next month, your benefits will first be available at the start of the next month. Monthly subscriptions are collected on the first day of each month.

Once payment of the pricing program's monthly subscription has been initiated - either by reaching the beginning of the month or by enrolling - it cannot be stopped or reversed for that month. Any changes you make will apply to future months.

Note: All changes to the pricing program must be completed online by the account owner.

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How do I pay for my pricing program?

When you select a pricing program that requires a monthly subscription, you will be given two options for paying it. You can either pay this monthly subscription from your checking or savings account or with a credit card.

Note: You can only have one checking or savings account on file with ShareBuilder. You can change this account at any time, but please be aware that all future requests will be made from the account that is on file at the time the request is sent to your checking or savings account.

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When am I billed for my pricing program?

The monthly subscription for the pricing program is billed on the first day of each month. In addition, if you are starting a new pricing program, you have the option of beginning immediately, in which case you will be billed for your first month on the following business day.

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Can I change my pricing program later?

You may change your pricing program at any time. If you are upgrading, you have the option of beginning immediately or at the beginning of the next month. If you are downgrading, you will receive your current pricing program's benefits for the remainder of month you have already paid for and will be billed at the lower rate (or not at all, depending on your new pricing program) for the following month.

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Securities products are: Not FDIC insured • Not Bank guaranteed • May lose value