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

Brokerage accounts are available for all account types Saturna offers: IRAs, Health Savings Accounts, Education Savings Accounts, 401(k)s (if allowed by plan), and non-retirement accounts.

IRAs are for the benefit of an individual owner, and we offer a variety of IRA types to choose from: Roth IRA, Traditional IRA, plus pension and profit-sharing plans (SEP and SIMPLE).

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:

Detailed statements.

Shortly after the end of each calendar quarter, you will receive a comprehensive 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.

Electronic statement and trade confirmations.

You may elect to save paper and receive your Account Statements as well as your trade confirmations electronically.

Tax documentation.

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

Account protection.

Securities in accounts carried by Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $250,000). For details, please see www.sipc.org. Pershing provides additional coverage in excess of SIPC protection through Lloyd's of London, which works together with other insurers to provide the excess of SIPC coverage. Neither the SIPC nor excess of SIPC coverage protects against loss due to market fluctuation of investments.

Dividend management.

Choose to have your dividends automatically reinvested, swept to your money market account, delivered electronically to your bank via EFT, or paid by check periodically.

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 $14.95 per trade.¹ Once you are registered for access you can:

View current positions, account balances, and transaction histories.

Buy or sell stocks, bonds, 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).

Access account statement and trade confirmations

¹ Add 1¢ per share for each share over 1,000 (if share price <$1, add ¼¢ per share). See the Commission Schedule for details.