• Your funds’ value will be included as equity with loan value.
  • Invest in over 4,000 funds from 64 families of mutual funds.
  • Most mutual funds are no-load.
  • Electronic-only prospectus delivery.
  • Automatic dividend reinvestment.

Unlike other market offered products, orders for mutual funds are submitted and collected during the trading day, and then submitted to the fund company at the close of New York trading. The fund companies then collect all orders from all brokers and determine a price for the day which is communicated back to the brokers. Clients seeking a transparent market environment with real-time price updates may want to consider trading ETFs as an alternative