Unit Trust, Mutual Fund, and Annuity prospectuses are available to clients online or by regular way mail. To work with a Financial Advisor call 1.800.776.1018 . If you are considering trading before or after hours, or want more detailed stock data, consider a direct access account. Direct Access Trading Commission rates are based on trading volume. Commission, data feed, and software discounts are accounted for at the end of the broker month.
Prices are subject to change.
Introductory Special for Friends and Family Join our friends and family program. You get all of the benefits of having an individual account and also benefit from economy of scale pricing and lower commission charges. You will be charged the following rates per ticket. All trades accumulate per broker month. Each month is independent of other months and the fee per trade calculation and ticket count resets on the first day of the next broker month.