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| BB&T Investment Services, Inc. Discount Brokerage offers you a fast, economical way to execute securities trades. You make your own investment decisions, and we'll execute the transactions for you when you decide to buy or sell. You can also trade online with Marketconnect.
You will receive prompt attention from our licensed investment professionals, and we have a dedicated Client Services staff for your account inquiries and service requests.
- You benefit from reduced commissions on equity trades.
- You may open a Discount Brokerage account regardless of how many other brokerage accounts you have.
BB&T Investment Services, Inc. is a registered broker-dealer and wholly owned subsidiary of Branch Banking and Trust Company. |
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| Equities |
| Under $15,000 |
$40 + .006 of dollar amount |
| $15,001 - $25,000s |
$40 + .005 of dollar amount |
| $25,001 - $50,000 |
$40 + .004 of dollar amount |
| $50,001 and over |
$40 + .003 of dollar amount |
- The minimum charge is $45 + $.05 per share
- A minimum principal investment of $500 is required per transaction
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Current fees subject to change |
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| Bonds |
| U.S. Government Bonds |
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Treasury Auctions: $50 per transaction.
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Secondary Market: Fees are a factor of the coupon, size of order, maturity date, and other features of each issue. Such fees are included in the price per bond.
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| Corporate Bonds |
- Listed: $5 per $1,000 par with minimum of $50 per transaction.
- Secondary Market: Fees are a factor of the coupon, size of the order, maturity date, credit quality, and other features of each issue. Such fees are included in the price per bond.
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| Municipal Bonds |
Fees are a factor of the coupon, size of the order, maturity date, credit quality, and other features of each issue. Such fees are included in the price per bond. |
Current fees subject to change |
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| Other Trades |
| Mutual Funds |
Mutual Funds and Unit Investment Trusts are charged as indicated in the prospectus. Commissions charged for no-load mutual funds are subject to equities schedule.
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| Options |
$40 + $3 per contract. |
Current fees subject to change |
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| Margin Accounts |
| Interest Charges |
- Over $25,000 1.5% plus broker call rate
- Under $24,999 1.75% plus broker call rate
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- Required minimum equity is $2,000
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Current fees subject to change |
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| Miscellaneous Fees |
| Annual IRA Custodial Fee |
$45 |
| IRA Termination Fee |
$95 |
Postage/Handling Fee
(Per Transaction) |
$2 |
| Returned Check Fee |
$35 |
| Wire Transfer Fee (Domestic) |
$25 |
| Wire Transfer Fee (International) |
$30 |
| Outgoing Account Transfer Fee |
$95 |
| Restricted Stock Processing Fee |
$50 |
| Cost Basis Research Fee
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$15 per hour, plus $5 per statement, confirmation or tax document provided |
| ACH Return Fee |
$20 |
| Foreign Securities Deposit Fee |
$250 |
| Reorganization Redemption Fee (Bonds) |
$35 |
| Reorganization Exchange Fee (Stocks)
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$53 |
| Safekeeping Fee (per item, per month) |
$5 |
| DRS Transfer Fee
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$10 |
| * In the event that fees are charged from an issuer, transfer agent or other third party, these fees may be debited from your account. |
Current fees subject to change |
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All trades executed by BB&T Investment Services, Inc. are cleared through Clearview Correspondent Services, LLC. All transactions placed through Discount Brokerage are unsolicited. BB&T Investment Services, Inc. does not provide investment advice with the discount brokerage service.
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| Open a Discount Brokerage Account by Phone |
| Call 1-800-453-7348 and choose Option 2 to request an application |
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| Request an information package |
| Complete our form to receive information by mail |
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| Open in Person |
| Enroll at your local BB&T bank branch |
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| Contact us by Mail |
BB&T Investment Services, Inc.
Attention: Discount Brokerage
200 S. College Street, 8th Floor
Charlotte, NC 28202 |
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| Investment and/or insurance products offered through BB&T Investment Services, Inc. are not deposits or other obligations of Branch Banking and Trust Company or any affiliate; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States Government, Branch Banking and Trust Company or any affiliate; and in case of a product that is subject to investment risk, there is possible loss of value.
Member FINRA. Member SIPC.
Learn more at www.finra.org and www.sipc.org.
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Please Note: BB&T Investment Services, Inc. can only serve clients residing in states in which we are currently registered with the Financial Industry Regulatory Authority. For states other than North Carolina, South Carolina, Virginia, Georgia, Maryland, Washington D.C., West Virginia, Tennessee, Texas, Alabama, Kentucky, Florida, and Indiana, please call 1-800-453-7348 and select Option 3 for more information.
System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.
Copyright © 2012, Branch Banking and Trust Company. All Rights Reserved.
BB&T Complete Client Protection
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