How does billing work in the My Investment Dashboard tool?

You will receive a confirmation email once you subscribe to My Investment Dashboard. The amount of your subscription will be debited directly from your brokerage account.

Fees are charged at the beginning of the month prior to the month of use.

Consult the pricing guide to learn more about the different levels offered. To subscribe, contact us at 1-800-363-3511, options 4-2.