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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.

We make pricing simple.

Appraise Web Service Fees

Date of Death, Alternate, Gift, Market Value, Closing Price Valuations(All prices are in U.S. Dollars)
Basic Valuation
CMO Surcharge
Foreign Security Surcharge
Issue Lookup(Common Stocks)
One Time Setup Fee
Annual Subscription Fee

$2.00 for each security
$2.60 for each security
$2.60 for each security
Free
Free
Free
 

Appraise Windows & Appraise.ASP Online Service Fees

Save up to 20% with our Elite volume discounts.
Federal & State Estate or Gift Tax (All prices are in U.S. Dollars)
Basic Valuation
CMO Surcharge
Foreign Security Surcharge
$1.75 for each security
$2.75 for each security
$2.75 for each security
Unitrust Valuation
Basic Valuation
CMO Surcharge
Foreign Security Surcharge
$1.75 for each security
$2.75 for each security
$2.75 for each security
EZ-Price

Basic Valuation
CMO Surcharge
Foreign Security Surcharge

$0.90 for each security
$3.60 for each security
$3.60 for each security
Basis$earch
Basic Valuation
$0.90 for each security
Lookup
Issue Research
Dividend Data History
Stock Split History
$1.75 per CUSIP®
$1.75 for each security
$1.75 for each security
1040/1041 Income Calculator
Valuation $1.75 for each security
Dividend Reinvestor
Valuation $3.05 for each security per year of data
Foreign Dividend Report
Valuation $4.20 for each security
Multi-Date Pricing Report
Daily
Weekly
Monthly
Quarterly
Annually 
$0.25 Per security Per Day
$1.00 Per security Per Week
$1.50 Per security Per Month
$2.00 Per security Per Quarter
$2.50 Per security Per Year
Appraise.Windows & .ASP Subscription and Set Up
Annual Subscription
1 - 5 Accounts
6 - 10 Accounts
10 or more Accounts

$75.00 per Account
$50.00 per Account
$25.00 per Account
One Time Set Up $50.00 per Account
Appraise Plus 
Annual Subscription Surcharge
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
$80.00 per account
$1.65 per query
$3.25 per query

$25.00 plus $3.25 per detail
$25.00 plus $3.3.25 per detail

$2.40 per query
$3.25 per query
$10.00 per query



Appraise E-mail, Mail, & Fax Outsourcing Service Fees

Save up to 20% with our Elite volume discounts.
Fees for Data (All prices are in U.S. Dollars)
REGULAR SERVICE without CUSIP or Ticker is 3-4 business days
Next Business Day Service All fees are doubled.
Federal & State Estate or Gift Tax
(Date of death or alternate)
$5.00 for each domestic security
$8.40 for each foreign security
EZ-Price $5.00 for each domestic security
$8.40 for each foreign security
Lookup
Dividend Data History
Stock Split History
$5.00 for each security
$5.00 for each security
1040-1041 Income Calculator
Independent valuation $5.00 for each security
Dividend Reinvestor $5.00 for each security for each year of data
Manually Added Transactions
(sales, spin offs, name changes, etc)
$8.40 for each security
Multi-Date Pricing Report ( Per Security Per Calendar Year)
Daily
Weekly
Monthly
Quarterly
Annually

$150.00
$100.00
$50.00
$20.00
$5.00

Appraise Plus
Corporate Actions/Capital Changes with
Tax Status
Cost Basis Calculator

$9.00 for each security 
$120.00 for each security
Fees for Delivery
Email in Adobe PDF format No charge
Your Federal Express Account Number No charge
First Class Mail $15.00
Evaluation Services Overnight Courier $30.00
Fax $15.00
Email in: One Source, Lackner, Faster, BNA, or Excel $15.00

PRICES EFFECTIVE JANUARY 1, 2014 (Subject to change without notice)

We automatically enroll our customers in our Elite discount program. There is no ongoing obligation, no minimum yearly usage. It simply works like this:

Whenever you spend $1000 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 20% each month.
The discount schedule is listed below. Appraise Plus usage does not qualify for Elite Volume Discount.

Monthly Revenue $ Discount % Savings $
1,000 10.0 100.00
1,500 15.0 225.00
2,000 20.0 400.00

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 Plus, and Appraise.Web 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


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