Saturna Brokerage Services offers a variety of accounts. IRAs, HSAs, and ESAs, and some Trust accounts utilize Saturna Trust Company as a qualified trustee. These generally tax-advantaged accounts can be subject to contribution limits and require additional applications to open.
Saturna Trust Company¹
- Individual Retirement Accounts (IRA):
Including Traditional, Roth, SEP, SIMPLE
- Education Savings Accounts (ESA)
- Health Savings Accounts (HSA)
- Corporation / Partnership / LLP / LP
- Transfer on Death
- 401(k) — Group and Individual
¹ Purchasing Amana, Sextant, or Idaho funds requires additional applications.
More about Saturna Trust Company
Saturna Trust Company offers a variety of flexible, low-cost administration and trust services designed to meet needs of families, charities, trusts, estates, and retirement plans. Saturna Trust Company is a wholly-owned subsidiary of Saturna Capital.
Saturna Trust Company is a qualified trustee for most IRA, ESA, HSA and some Trust accounts invested in Saturna's affiliated mutual funds. For these accounts, Saturna Trust is responsible for maintaining your account, including sending you account statements, safeguarding your assets in separate accounts, and other duties.
If you have an IRA, ESA, HSA or Trust account that has a Saturna Brokerage component, the same duties above are carried out by our clearing firm, Pershing LLC, for your brokerage assets.