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
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
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 See Fund Prospectus
Loaded Mutual Fund Trades
Mutual Fund Liquidation fee See Fund Prospectus
FundVest
Funds available through the FundVest Program offer no transaction charges (but do have minimum requirements) within amount and time limitations.
Minimum Investment (Retirement Account) $499/fund
Minimum Investment (Non-Retirement Account) $2,499/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.