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Opening Your Account

Opening an account with Saturna Brokerage costs you nothing. Unlike many other firms, there are no minimum account values. Your account also carries automatic cash sweep, check writing with your completed Corestone application, and free security custody privileges (so long as at least one trade is executed per calendar year).

Opening an Account is easy:

  1. Complete a Saturna Brokerage Application
    (additional forms apply for IRAs, HSAs, ESAs, Trusts, and 401(k)s)
  2. Make a copy of your current, government issued ID
  3. Make checks payable to Pershing LLC
  4. Mail original application, ID copy, and check to:

    Saturna Brokerage Services, Inc.
    P.O. Box N
    Bellingham WA 98227

To add funds to your existing account, make checks payable to Pershing LLC, reference your account number and mail to Saturna Capital. Checks made payable to Saturna may be returned to you.

Act Now So Your Account Is Ready

Required Forms Fax Accepted?
Brokerage application No

Copy of Government Issued ID for all account signers

Valid Driver's License or Passport

Yes

Applicable Saturna Investment Application

(Available at www.saturna.com/forms)

Required for IRAs (Traditional & Roth), HSAs, ESAs, SEP, SIMPLE, and 401(k)s

No
Optional Forms for Additional Features Fax Accepted?

Electronic Funds Transfer Agreement (ACH) with voided check or bank statement.

Links your checking or saving account to your Saturna Brokerage Account.

Please note: If linking an account with multiple signers to your brokerage account, ensure that all signers sign the EFT Agreement.

Yes

NetExchange Online Access Request

Establishes online access to view account balances, trade your account, and research securities.

Yes

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.

Required Forms Fax Accepted?
Brokerage application No

Copy of Government Issued ID for all account signers

Valid Driver's License or Passport

Yes

Copy of a recent account statement from your old broker

Dated within 90 days of transfer

No

Account Transfer Form

No

You may need to contact your current broker and complete any required account exit forms.

Note: Many employer sponsored plans, including 401(k)s and 403(b)s, require you to complete their own transfer paperwork. Please contact your Plan Administrator for more information.

Help With Transfer Exit Fees

If you transfer an existing account to us and your old broker charges an exit fee, be sure to inform your representative before your first trade. We'll reduce your first commission with us, up to the full commission amount, to help offset that cost. This is only valid for your first commission charge with Saturna. Please contact a representative with any questions.

Check out the background of Saturna Brokerage Services, Inc. or any firm or investment professional on FINRA's BrokerCheck.