Third-party billing
Advisors who have elected to pay for all or a portion of clients’ annual account fees will receive an invoice the first week of May with payment required by May 23, 2024. Unpaid fees will be charged directly to client accounts on or about June 14, 2024.
Accounts with Investment Loans
For investment accounts associated with a B2B Bank Investment Loan, the annual account fee is waived as long as the loan remains active. This fee waiver will continue to be honoured for a period of 90 days after the loan has been paid in full. After the 90‑day period, the full fee schedule will apply.