Requires 50 per transaction for at least 5 consecutive transactions
Existing Account Investment Options:
a) Minimum Purchase OR
b) Minimum ongoing automatic investment
Minimum shares required to enroll for existing accounts
$100,000.00 per year.
Note: The minimum purchase requirement is applied separately to ongoing automatic investments and optional cash investments, while the maximum purchase limit is calculated using the total of all invested funds during the specified period of time.
Initial Setup Fee
Cash Purchase Fee
Ongoing Automatic Investment Fee
Purchase Processing Fee (per share)
Dividend Reinvestment Fee
If you own 200 or more shares a transaction fee of 5% of amount reinvested up to a maximum of $3.