Registered: Jan 2003
08-07-12 01:56 AM
You can run a program on their website that will give you an estimate based on your holdings. I'm not sure where it's at as I only ran it when the program was initiated. But you won't get much. Perhaps .02% rather than 2%. I have a large portfolio and the potential gain is so small, along with a slight risk of ending up with a dividend payment that wouln't be treated as "qualified" with associated favorable tax treatment, that I didn't bother.
I do applaud IB for having this program in place but I just couldn't justify it.