Commission Schedule
Place your orders either online with Saturna at any time, or by telephone any business day between 6 a.m. and 5 p.m., Pacific Time. Please keep in mind that any order placed during hours when the market is closed will be effective at the next market opening.
| Security Type | Investment Channel | Commission |
| Stocks | Online | 2.5¢ per
Share, plus the Price of a Single Share Maximum: 25¢ per share; Minimum $27.50 per trade Stocks under $1 per share: Max of $27.50 plus 2% of trade value |
| Broker-Assisted | 3.5¢ per Share, plus
the Price of a Single Share Maximum: 25¢ per share; Minimum: $39 per trade. Stocks under $1 per share: Max $39 plus 2% of trade value. |
|
| Options¹ | Online & Broker-Assisted | $37 plus $2 per contract |
| Bonds | Broker-Assisted Only | $39 plus lesser of $2 per
$1,000 of face value or 1% of trade value. (U.S.
Treasury Securities are a flat $49.) Bonds are traded on an agency basis, with no markup or mark down included in the price. |
| Mutual Funds | Broker-Assisted Only | $59 for non-Saturna NO-LOAD
funds, reduced to $25 for subsequent NO-LOAD fund purchases of less than
$1000. Not all funds are available. For funds with sales charges or loads, commissions will be charged as described in the fund prospectus. |
¹Sufficient assets are required in your account before you place an order.
Additional Services Fee Schedule
| Trade postage and handling | No extra charge |
| Bank cash transfers via ACH | No extra charge |
| Transfer and ship securities | $15 per certificate |
| Legal transfer of securities | $15 per certificate |
| Late Reorganization | $25 per certificate |
| Outgoing bank wire (Domestic) | $25 |
| Outgoing bank wire (Foreign) | $40 |
| Restricted Stock Legal Transfer | $150* |
| Account transfer out | $35 |
| Reg T late payment extension | $15 per extension |
*For removal of restricted legend before sold shares can be delivered to buyer. Does not include commission for each individual trade.
Wire assets to your brokerage account
Please use the following instructions for wires to your brokerage account. Your trade could be delayed if you wire money in error.
Make sure the bank account from which you plan to wire assets is identically registered to your Saturna Brokerage non-retirement account. Accounts are identicaly registered if they have the same:
- Account owner name and address
- Tax identification number
- Account type (for example, retirement or non-retirement)
- Ownership terms (for example, joint tenants in common, joint tenants with rights of survivorship, or joint tenants in etirety)
Before sending money, please notify Saturna Brokerage of the incoming wire by calling (360) 734-1266, or (800) 728-1266. Legal restrictions may apply.
Have your bank wire money through the Federal Reserve System to:
PNC Bank N.A.
ABA# 021000021
A/C# 066-196-221
FBO: NFS A/C# (Your NFS Account Number)
