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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 carry out 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
- The maximum charge is $.50 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 |
$35 |
| IRA Termination Fee |
$75 |
| Postage/Handling Per Transaction |
$2 |
| Returned Checks |
$20 |
| Wire Transfer of Funds |
$20 |
| Legal/Accommodation Transfers |
$60 |
| Transfer and Ship Fee |
$60 |
| Restricted Stock Processing Fee |
$60 |
| Account Transfer Fee |
$50 |
| Online Trading Fees |
Equities
$25 per trade up to 500 shares
$25 per trade plus $.03 per share for shares over 500 |
Current fees subject to change |
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All trades executed by BB&T Investment Services, Inc. are cleared through Pershing 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 |
Send certificates and correspondence to:
BB&T Investment Services, Inc.
200 S. College Street
Charlotte, NC 28202
Attention: Discount Brokerage |
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| Investment products offered through BB&T Investment Services, Inc. are:
Not a deposit • Not FDIC-insured • Not guaranteed by the bank •
Not insured by any federal government agency • May go down in value |
System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.
Member FINRA. Member SIPC.
Learn more at www.finra.org and www.sipc.org.
Copyright © 2010, Branch Banking and Trust Company. All Rights Reserved.
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