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$0 Commission Self-Directed Brokerage Made Simple

Dear Client,

LevelX Capital, LLC (“LevelX” or the “Firm”) appreciates our relationship with you to provide brokerage services for your account. Given that the Firm will no longer be operational as a Broker-Dealer services through as of December 31, 2022, please see below the contact information for APEX clearing corporation for continued Broker-Dealer services. Your account number will remain the same, the account assets are safe and secure with APEX Clearing Corp.

The Firm is thus contacting you to give you the following alternatives:

Margin Rates

Interest on margin trading is calculated on a daily basis and paid on a monthly basis. The margin rate is variable and is determined by the size of the margin loan.

Debit Balance

Margin Interest Rates

$0 - $49,999

$50,000 - $99,999

$100,000 - $249,999 

$250,000 - $499,999

$500,000 - $999,999

$1,000,000 +

5.00%

4.25%

3.50%

3.00%

2.875%

2.75%

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