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. We offer the same per security rate when you submit your valuation portfolios via Appraise.Mail/Fax or Appraise.E-mail. Users of Appraise.ASP and Appraise.Windows , also benefit from a simplified fee schedule. See charts below. 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 $1.60 for each security $2.55 for each security $2.55 for each security Unitrust Valuation Basic Valuation CMO Surcharge Foreign Security Surcharge $1.60 for each security $2.55 for each security $2.55 for each security EZ-Price Basic Valuation CMO Surcharge Foreign Security Surcharge $0.80 for each security $3.35 for each security $3.35 for each security Basis$earch Basic Valuation $0.80 for each security Lookup Issue Research Dividend Data History Stock Split History $1.60 per CUSIP® $1.60 for each security $1.60 for each security 1040/1041 Income Allocator Valuation $1.60 for each security Dividend Reinvestor Valuation $2.85 for each security per year of data Foreign Dividend Report Valuation $4.00 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 Price History Equities/Mutual Funds Fixed Income Global/CMOs $50.00 per account $1.50 per query $3.00 per query $20.00 plus $3.00 per detail $2.25 per query $3.00 per query $9.00 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) $4.75 for each security EZ-Price $4.75 for each security Lookup Dividend Data History Stock Split History $4.75 for each security $4.75 for each security 1040-1041 Income Calculator Independent valuation $4.75 for each security Dividend Reinvestor $4.75 for each security for each year of data Manually Added Transactions (sales, spin offs, name changes, etc) $8.00 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  $60.00 for each security Fees for Delivery Email in Adobe PDF format No charge Your Federal Express Account Number No charge First Class Mail $ 5.00 Evaluation Services Overnight Courier $21.00 Fax No charge Email in: One Source, Lackner, Faster, BNA, or Excel $15.00 PRICES EFFECTIVE June 1, 2009 (Subject to change without notice) Back to Top

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 $500 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.

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 customers are not included in the Elite Discount program.

Back to Top