Commission Schedule

Internet Trades
Stocks
0-999 shares $26
1,000 + shares $26 + $.03/share over 1,000 shares
Stocks trading at less than $5.00 per share will incur a minimum charge of $26.00 up to a maximum of 5% of the trade amount.
Mutual Funds – No-Load or Low-Load Funds
Purchases (settle next day) $26/transaction
Redemptions & Exchanges (settle next day) $26/transaction
Touch-Tone Trades
Stocks
0-999 shares $36
1,000 + shares $36 + $.04/share over 1,000 shares
Stocks trading at less than $5.00 per share will incur a minimum charge of $36.00 up to a maximum of 5% of the trade amount.
Mutual Funds – No-Load or Low-Load Funds
Purchases (settle next day) $36/transaction
Redemptions & Exchanges (settle next day) $36/transaction
Additional Investment Information
Systematic Investments
(Load, No-Load & Low-Load Funds)
Subject to Fund Availability
Minimum Systematic Investment $100
Loaded Mutual Fund Trades
Mutual Fund Liquidation fee $12.50
FundVest - No-Load & Low-Load Fund Supermarket
Funds available through the FundVest Program offer no transaction charges within amount and time limitations.
Minimum Investment (Retirement Account) $1,000/fund
Minimum Investment (Non-Retirement Account) $5,000/fund
Purchases No Fee
Redemptions & Exchanges
   If held for 6 months or more No Fee
   If held for less than 6 months $59/transaction
Options (Equity & Index)
Premium Less Than $.50 $2/contract + 1.5% of principal
Premium $.50 or Greater $25 + 1.6% of principal
Minimum Charge $40/transaction
Maximum Charge $50/contract
Fixed Income Products
All trades of fixed income products (bonds) are subject to a markup or markdown.
For a detailed listing of all fees, please contact CUNA Brokerage Services, Inc to request a complete Commission Rate & Fee Schedule. A full schedule will also be provided upon the opening of an account.
Note: Commission charges are in addition to all fees.