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Automatic Investment Plan Commission Examples

Here are two examples of the Automatic Investment Plan. They will help you see how (and when) the commission is charged.

  1. Account is enrolled in the Basic Pricing Program and has 3 securities in the plan.

    Security Investment Amount Commission Net Investment Amount
    ABC $100 $4 $96
    XYZ $75 $4 $71
    QRP $50 $4 $46
  2. Account is enrolled in the Advantage Pricing Program, has 5 securities in the plan, and has 3 remaining trade credits.

    Security Investment Amount Commission Net Investment Amount
    ABC $25 Free Trade Credit $25
    XYZ $50 Free Trade Credit $50
    QRP $50 Free Trade Credit $50
    AAA $75 $1 $74
    ZZZ $100 $1 $99