Fee Schedule
Our leadership position has been achieved through our ability to efficiently deliver accurate reports at the lowest price. This is because all our resources are fully automated, reducing the cost of processing. If there are any financial terms in this fee schedule you are not familiar with, please refer to our corporate action and financial glossaries.
Prices effective January 1, 2025
Subject to change without notice
We automatically enroll our Online customers in our Elite discount program. There is no ongoing obligation, no minimum yearly usage. It simply works like this:
Whenever you spend $1500.00 a month* or more using any of the Appraise applications, you save. Depending on how much you use our service, you could save up to 15% each month.
| Monthly Revenue | Discount | Savings |
|---|---|---|
| $1500.00 | 10% | $150.00 |
| $2000.00 | 15% | $300.00 |
Appraise Service Fees
Standard Security Fee + Surcharge
per security, where applicable.
| Estate | |
|---|---|
| Standard Security | $2.90 |
| + CMO Surcharge | + $4.45 |
| + Foreign Surcharge | + $4.45 |
| Market Value (EZ-Price) | |
| Standard Security | $1.55 |
| + CMO Surcharge | + $5.85 |
| + Foreign Surcharge | + $5.85 |
Appraise SaaS Service Fees
Standard Security Fee + Surcharge
per security, where applicable.
| Account | |
|---|---|
| Annual Subscription | $150.00 |
| Estate | |
| Standard Security | $2.90 |
| + CMO Surcharge | + $4.45 |
| + Foreign Surcharge | + $4.45 |
| Market Value (EZ-Price) | |
| Standard Security | $1.55 |
| + CMO Surcharge | + $5.85 |
| + Foreign Surcharge | + $5.85 |
Web Appraise Service Fees
Standard Security Fee + Surcharge
per security, where applicable.
| Account | |
|---|---|
| Annual Subscription | $150.00 |
| Subscription | |
| Standard Security | $2.90 |
| + CMO Surcharge | + $4.45 |
| + Foreign Surcharge | + $4.45 |
| Pay As You Go (Discounts Do Not Apply) | |
| Standard Security | $4.70 |
| + CMO Surcharge | + $4.70 |
| + Foreign Surcharge | + $4.70 |
ESI-Direct Service Fees
Standard Security Fee + Surcharge
per security, where applicable.
| Account | |
|---|---|
| Annual Subscription | $150.00 |
| Estate | |
| Standard Security | $2.90 |
| + CMO Surcharge | + $4.45 |
| + Foreign Surcharge | + $4.45 |
| Market Value (EZ-Price) | |
| Standard Security | $2.90 |
| + CMO Surcharge | + $4.45 |
| + Foreign Surcharge | + $4.45 |
Appraise Outsourcing Service Fees
For Overnight Courier (Next Business Day Service) all fees are doubled.
| Estate | |
|---|---|
| Security | $7.25 |
| Market Value (EZ-Price) | |
| Security | $7.25 |
| Research and Calculation | |
| Capital Changes | $13.00 |
| Cost Basis Calculator | $175.00 |
| Transaction | $11.90 |
| Delivery | |
| Email Optional Format | $19.25 |
| Fax | $19.25 |
| Standard Mail | $19.25 |
| Overnight Courier | $38.00 |
Appraise API Service Fees
Standard Security Fee + Surcharge
per security, where applicable.
| Account | |
|---|---|
| Annual Subscription | $150.00 |
| Estate | |
| Standard Security | $2.90 |
| + CMO Surcharge | + $4.45 |
| + Foreign Surcharge | + $4.45 |