Participant Fees

Sheltered Harbor is a not-for-profit, industry-led effort. Fees paid to Shelter Harbor depend on the size and type of institution.

You may apply at a higher tier to take advantage of the benefits of that level.

 

Banks and Credit Unions

New Fee Banks

 

Brokerage

New Fee Brokers

 

Asset Managers, Transfer Agents & Record Keepers

New Fee AM2