We're pleased to provide you with the tools to manage your investments.
As a Saturna Brokerage client, you always have the choice of how to manage your brokerage account: personally, through one of our trained account representatives, or through our Internet trading center. Whichever method you choose, you'll enjoy the same high-quality service, value and convenience you've come to expect from Saturna.
The following documents are available for download free of
charge:
SBS Brochure | Brokerage
Account Application
Fidelity Money Market Funds
Prospectus | Fidelity Money Market Funds SAI
Fidelity Money Market Funds Annual Report | Fidelity Money Market Funds Semi-Annual Report
Investment Advice:
Your Saturna Brokerage account is not an advisory account. Saturna Brokerage Services does not offer investment advice. Our interests as a broker may not always be the same as yours. Please ask us questions to make sure you understand your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to act in your best interest. We are paid both by you and, sometimes, by people who compensate us based on your investment choices. The commissions we charge you may vary by the type of service and customer. Therefore, our brokerage profits, and indirectly our salespersons' compensation, may vary by products and over time.
Saturna Capital Corporation, parent of Saturna Brokerage Services, provides investment advice to customers only under specific contracts. Various arrangements are available, including separately managed accounts ($1 million minimum) and no-load mutual funds ($250 or $1,000 initial minimums). Responsibilities to clients of investment advisers are generally higher than those of brokers, including the obligation to put client interests first. Saturna investment advisory clients pay fees based on assets, and in some cases performance, but they do not pay brokerage commissions. Please ask your Saturna representative for more information on the difference between brokerage accounts and advisory accounts. Saturna Capital's free Investment Counsel brochure provides further details.
