Opening Your Brokerage 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:
- Complete a Saturna Brokerage Application
(additional forms apply for IRAs, HSAs, ESAs, Trusts, and 401(k)s) - Make a copy of your current, government issued ID
- Make checks payable to Pershing LLC
- 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.