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Cost of additional state returns are the responsibility of the client. Applies to Federal returns and one state return only. * Active traders who trade 120+ trades per calendar year and has one or more nonretirement account(s).Ĭertain covered clients: Private Wealth Management (PWM) client and owns one or more nonretirement account(s) or PCG, Premium, and ATS clients with minimum assets of either: PWI assets of $1,000,000 or more and PI assets of at least $500,000 and own one or more nonretirement account or Nonretirement assets $1,000,000 or more. They've been doing this since at least 2015, maybe longer.
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