Pricing & Rates

Margin Rates
Margin Loan Balance Interest Rate
Less than $10,000

7.70%

$10,001 - $25,000

7.50%

$25,001 - $50,000

7.25%

$50,001 - $100,000

6.70%

$100,001 - $250,000

6.50%

$250,001 - $500,000

5.25%

$500,001 - $1,000,000

4.90%

$1,000,001 and above

4.70%

The rates above are set by ShareBuilder with consideration to commercially recognized interest rates,
industry conditions relating to the extension of credit, and the competitive marketplace.