What are WealthBlock's pass-through fees?

WealthBlock's pass-through fees are transactional fees charged by our 3rd party vendors. You are only invoiced as you use any of the following services. 

NOTE: The following rates are provided for information purposes only. The prices may adjust according to vendors' pricing changes. 

Charges Paid Through WealthBlock Platform:

• HelloSign/DropboxSign: $1.55 per document, only after the platform exceeds the 750 E-Signatures FREE per year
• Email: $21 per 25,000 emails per month (once initial 25,000 emails/mo. included in subscription surpassed)
• KYC/AML Check: $1.75 per check
  • $27 per manual check, which can be run if the automatic check fails
• Accreditation Check: $35 per check

Payment Method Charges Paid Through WealthBlock Platform:

• New Bank Account Link (to enable ACH): $1.80 per bank account link (e.g. if one investor uses one bank account to invest in multiple offers, there would be one charge; using two bank accounts to invest in multiple offers would incur two charges) 
  • Fees are billed to the platform
• Credit Card payment to escrow account provided by North Capital: $0.80+3.31% per transaction  
  • Fees passed to investor by default
    • In the Credit Card Settings, you will have the option to prevent fees from being passed to the investor
• ACH payment to escrow account provided by North Capital (up to $100K per transfer):  0.16% per transaction
  • Fees are billed to the platform
    

Charges Paid To Vendors Directly:

• Credit Card by Stripe: Stripe Fee Schedule 
• Escrow Account By North Capital: contact vendor for pricing 
• E-signature by DocuSign (if used): DocuSign Setup & Fee Schedule
• ACH by ACHQ: contact vendor for pricing