As per the March 2022 statement, we are reminding you of upcoming changes to Mutual Fund trades. Effective June 30, 2022, a commission fee of $8.751 will be charged on Mutual Fund buys and sells. Commissions will not apply to switches2, PACs or HISAs or Money Market funds.
1$6.95 commission fee for Investor Plus clients and $7.75 commission fee to Young Investors
2 Switch orders are no charge and only permitted within the same family of funds and within the same load class, on the same day.