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.
We make pricing simple.
Printable Fee Schedule
APPRAISE Web Service Fees
Date of Death, Alternate, Gift, Market Value, Closing Price Valuations (All
prices are in U.S. Dollars)
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Non-Subscriber
- Pay by credit card, at time of transaction, as you go
- Does not qualify for Elite Volume Discount
Per Security
CMO Surcharge
Foreign Security Surcharge
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$4.30 for each security
$4.30 for each security
$4.30 for each security
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Subscriber
- Annual Sunscription Fee
- Month end invoice delivered by email
- Qualify for Elite Volume Discount
Per Security
CMO Surcharge
Foreign Security Surcharge
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$135.00
$2.65 for each security
$4.10 for each security
$4.10 for each security
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Appraise Windows, Appraise.SaaS & ESI-Direct Service Fees
Save up to 15% with our Elite volume discounts.
Federal & State Estate or Gift Tax (All prices are in U.S. Dollars)
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Basic Valuation
CMO Surcharge
Foreign Security Surcharge
UIT Surcharge
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$2.65 for each security
$4.10 for each security
$4.10 for each security
$4.10 for each security
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EZ-Price (Fair Market Valuations)
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Basic Valuation
CMO Surcharge
Foreign Security Surcharge
UIT Surcharge
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$1.40 for each security
$5.40 for each security
$5.40 for each security
$5.40 for each security
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1040/1041 Income Allocator
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Valuation
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$2.65 for each security
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Dividend Reinvestor (Cost Basis For Dividend Reinvestment Plans)
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Valuation
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$4.45 for each security per year
of data
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Appraise.SaaS & ESI-Direct Licensing and Set Up Fees
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Annual Licensing
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$135.00 per Account
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One Time Set Up
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$65.00 per Account
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Appraise Cost Basis & Capital Changes
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Annual
Licensing Fee
Corporate Actions (without tax status)
Corporate Actions/Capital Changes (with
tax status)
Cost Basis Calculator
Reverse Family Tree
Price History
Equities/Mutual Funds
Fixed Income
Global/CMOs
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$135.00 per account
$2.60 per query
$5.15 per query
$29.00 plus $4.65 per detail
$29.00 plus $4.65 per detail
$3.45 per query
$4.65 per query
$12.35 per query
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Appraise E-mail,
Mail, & Fax Outsourcing Service Fees
Fees for Data (All prices are in U.S. Dollars)
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REGULAR SERVICE
without CUSIP® or Ticker is 4 business days
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Next Business Day Service
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All fees are doubled.
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Federal & State Estate or Gift Tax
(Date of death or
alternate)
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$6.90 for each domestic security
$11.35 for each foreign security
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EZ-Price
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$6.90 for each domestic security
$11.35 for each foreign security
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Lookup
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Dividend Data History
Stock Split History
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$6.90 for each security
$6.90 for each security
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1040-1041 Income Calculator
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Valuation
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$6.90 for each security
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Dividend Reinvestor
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$6.90 for each security for each
year of data
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Manually Added Transactions
(sales, spin offs, name changes, etc)
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$11.35 for each security
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Cost Basis & Capital Changes
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Corporate Actions/Capital
Changes with
Tax Status
Cost Basis Calculator
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$12.40 for each security
$168.00 for each security
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Fees for Delivery
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Email in Adobe PDF
format
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No charge
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Your Federal Express
Account Number
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No charge
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First Class Mail
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$18.35 |
Evaluation Services
Overnight Courier
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$36.00 |
Fax
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$18.35
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Email in: One Source,
Lackner, Faster, BNA, or Excel
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$18.35
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PRICES EFFECTIVE JANUARY 1,
2023 (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 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.
The discount schedule is listed below. APPRAISE Plus usage does not qualify for
Elite Volume Discount.
Monthly Revenue $
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Discount %
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Savings $
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1,500
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10.0
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150.00
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2,000
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15.0
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300.00
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If your organization has several accounts, you can save further by linking accounts
together, for revenue purposes only, to get one total for maximum savings. If you
would like to link multiple accounts, please contact us.
* ESIDirect
& APPRAISE.Cloud customers are not included in the Elite Discount program.
* Evaluation Services delivers Invoices VIA email. There is $15.00 Fee for Invoices delivered by First Class Mail
PRICES EFFECTIVE JANUARY 1, 2023 (Subject to change without notice) (Minimum Invoice is: $15.00)
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