Broker-Assisted Trading
We offer personalized assistance with brokerage transactions and answers to questions about investing by speaking directly with a trained brokerage representative. Our representatives can provide you with expert information, including real-time stock and option quotes, merger information and details on stock splits, dividend payments, and earnings. They also have access to the latest investment and financial market news, as well as company and some industry information from investment analysts.
Our brokerage representatives do not work on commission, so you can be confident that their goals are to provide expert assistance and help you get the best execution of your trade. If you are having difficulty trading online, one of our representatives can help you complete your trade.
Act Now So Your Account is Ready.
We suggest that you complete your Saturna Brokerage Account Application and Agreement now, before you have an immediate need to trade. Then, you can act quickly when the time is right. Note that we do not solicit orders (meaning we will not call to sell you something, or to suggest that you buy a security that really might only benefit us).
Opening an account with Saturna Brokerage costs you nothing. Unlike many other firms, there are no carrying charges, custodian or minimum value fees. Your account also carries automatic cash sweep, check-writing (minimum account balance of $5,000 and ProCash Plus service required) and free security custody privileges. With today's shorter settlement requirements, having an active account to hold your securities is a basic necessity for every serious investor.
Transfer Your Existing Account to Us.
If you transfer an existing account to us from another broker, we can usually complete the transfer within three weeks. Please complete the appropriate transfer form (Cash Account or Retirement Plan), attach a copy of a recent account statement from your old broker and mail it to us with a Saturna Brokerage Account Application. You may need to contact your current broker and complete any required account exit forms.
If you transfer an existing account to us, we'll help with any exit fee. If your old broker charges an exit fee, we'll reduce your first commission with us, up to its full amount, to help offset that cost.
