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Online Commission Schedule


Trade stocks online for as little as $29.95 *
(*Only equity trades placed through Whitney Securities® Online are eligible; does not apply to option trades or equity trades resulting from option exercises and assignments)

Online Stock Trades

Trades of 1000 Shares or Less
$29.95
Trades of more than 1000 Shares
$29.95 plus $0.03 per share
For Limit, Stop and Stop Limit orders, add $5.00

Broker Assisted Stock Trades

Transaction Amount
Commission Rate
$0 to $5,000
$32 + .007 of dollar amount
$5,001 to 10,000
$32 + .006 of dollar amount
$10,001 to 25,000
$32 + .005 of dollar amount
$25,001 to 50,000
$32 + .003 of dollar amount
$50,001 to 250,000
$32 + .002 of dollar amount
$250,001 and above
$32 + .0015 of dollar amount
Maximum Per Share Charge $0.45
Minimum Per Share Charge $0.04
Minimum Transaction Charge $39.00

Options

Transaction Amount
Commission Rate
$ 0 to $3,000
$32 + 0.015 of dollar amount
$3,001 to $10,000
$32 + 0.010 of dollar amount
$10,001 and above
$32 + 0.007 of dollar amount
Maximum Per Contract Charge $ 39.00
Minimum Per Contract Charge $ 2.25
Minimum Transaction Charge $ 39.00

Bonds*
*Where Whitney Securities acts as agent. Whitney Securities may act as principal on all U.S. Treasuries, mortgage backed securities and government agency securities and municipal securities. Transactions may be subject to a markup, markdown or service fee.

Commission
Corporate
$32 + $4 per bond
Treasury
$40
Government Agency
$40
Municipal Bonds
$40
Overriding Minimum $40

Mutual Funds
Buy and sell hundreds of no-load mutual funds with no transaction fee

Buy or sell no load
$40
Sell a load fund
$25

Miscellaneous

Annual Inactive Account Fee
$25
Outgoing Transfer of Account
$30
Annual Retirement Acct. Maintenance Fee
$35
Retirement Acct Termination Fee
$75
Duplicate Statement
$3/Statement
Certificates Issued in Account Name
$15/certificate
Name Change on Certificate
$25/certificate
Legal Transfer
$25/item
Wire Transfer
$15
Foreign Equity Clearance
$75
Foreign Fixed Income Clearance
$50
Trade and Margin Extension
$10
Physical Reorganizations
$25
ESOP Processing Fee
$50
Overnight Check Fee
$15

Fees are subject to change without notice

Whitney Securities®, L.L.C., a subsidiary of Whitney National Bank, is a member of the FINRA and SIPC. All investment products and services are offered exclusively through Whitney Securities®, L.L.C. Investors should know that investment products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Whitney Securities®, L.L.C. is registered as a broker-dealer in the following states: Alabama, Colorado, Florida, Georgia, Louisiana, Mississippi, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Washington.


No matter what your age, it's never too early to plan for retirement!

Make sure you can afford the good life.

A Whitney Securities® Investment Consultant can help you invest in your future.

 

 

 

 



 
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