Each transaction costs $3.95. This means you’re charged for every stock or ETF on your plan, on every Tuesday your plan makes a purchase.
NTF Mutual Funds: There are no load or transaction charges when purchasing mutual funds in our NTF program. Keep in mind that costs and other expenses apply to continued investment in a fund and are described in each fund's current prospectus.
Tip: Transaction costs are subtracted from the total investment amount. For example, if you invest $100 in a security and your commission is $3.95, then your total investment amount is $96.05.
Mutual fund investors should carefully consider information contained in the prospectus, including investment objectives, risks, charges and expenses. Please read the prospectus carefully before investing.
Mutual Fund Compensation: We receive compensation from fund companies participating in its no-load, no-transaction fee program for recordkeeping, shareholder, and other administrative services. For additional information, please review our Mutual Fund Disclosure.
Early Redemption Policy: We reserve the right to charge $49.95 on the redemption or exchange of shares of any no-load, no-transaction fee mutual fund that is held less than 90 days, except for money market funds. This charge is in addition to any applicable charges or expenses described in the fund's prospectus.