Also available, Galaxy Statements:

Through our proprietary Galaxy System, we can also prepare a complete monthly statement for you, covering all securities you purchase through Saturna, and any others for which you furnish the information. To get started, sign and return a completed Trade Statement, available on request. Galaxy statements are on "trade date" basis, not settlement as with brokerage statements, for timely computation of account value. The Galaxy system is a true tax-lot accounting service, listing each security you own by purchase date and price. When you sell, we follow your instructions on identifying which position is to be sold.

Account Services

Non-retirement accounts and brokerage IRAs.

You can designate Saturna Brokerage as the agent to carry out your investment instructions with either type of account. All IRAs are individually owned, and you have the full variety of IRA types to choose from. Pension and profit-sharing plans are also available.

With non-retirement accounts, you have a variety of ownership options, including joint, individual, UGMA/UTMA, trust, estate, and corporate.

Account services for securities held in "Street Name."

Street Name describes securities held in a clearing agent’s name rather than the customer's name. When your securities are held in street name, it’s easy to transfer them at the time of a sale, and you don’t have to worry about the loss of security certificates or their costly replacement. In addition, you’ll receive the following account services from Saturna Brokerage:

Comprehensive statements.

Shortly after the end of each calendar quarter, you will receive a comprehensive Portfolio Summary and Account Statement that includes all your identically registered Saturna Brokerage and Saturna fund accounts. Between quarters, you’ll receive statements for your Saturna Brokerage account for each month that your brokerage account has activity.

Tax documentation.

For an overview of tax forms and summaries, visit Tax Documentation.

Account protection.

Securities in accounts carried by National Financial Services LLC (NFS), a Fidelity Investments Company, are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). For details, please see www.sipc.org. NFS has arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000 / $100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.

Dividend management.

Choose to have your dividends automatically reinvested, swept to your money market account, delivered electronically to your bank via ACH, or paid by check at month-end.

Corporate reorganization.

Our clearing agent handles the administration of stock splits, mergers, or tender offers.

Online Services.

We offer online Brokerage services to customers who feel comfortable doing business without the assistance of a broker and want 24-hour access to information and investing.

Commissions for stock trades entered online are reduced to 2.5¢ per share plus the price of one share. Once you are registered for access you can:

View current positions, account balances, and transaction histories.

Buy or sell stocks and non-Saturna mutual funds.

Change or cancel orders.

Place option and margin orders (with prior approval).

Place orders after market close for next day trading.

Obtain extensive market information and quotes (extra fees may apply).