No Transaction Fee Mutual Funds
Other Mutual Funds
3% or $14.95 per trade (whichever is lower)
FREE once a month, then $10.00
FREE once a month, then $4.00
All Other Withdrawals
FREE once a month, then $1.00
ACATS or DWAC Position Transfers
$25.00 per transaction ($100 per rejected transaction)
$5.00 per transaction (no fee for rejected transaction)
Returned Check Fee
FX Auto Conversion
3 basis points of trade value
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