Commissions Schedule

† A short-term fund company redemption or switch fee may apply.
‡ A commission may be charged on the full or partial redemption of Rear (DSC) load funds by the mutual fund company involved according to each individual fund company's policy. Please refer to the respective prospectus for each fund company.

Download our Commissions & Fees Schedule

• Active trader schedule is only applicable to web-based equities and option orders.
• To be eligible for $9.95 Active Trader pricing, clients must have completed 10 or more online equity trades in the previous 3 months and be subscribed to eServices.
• Active Trader status is evaluated at the end of each month to determine eligibility for the next month.
  
  For example, at the end of each month, we review your trading and if in the previous three months, you executed 10 or more online equity trades, and were subscribed to eServices, you will receive Active Trader pricing. If you executed fewer than 10 online equity trades in the previous 3 months, or you were not subscribed to eServices at the end of the month, you will revert back to the regular online commission pricing for the following month.
• Assignments and exercises of options are subject to the regular telephone order commission schedule.
• Each side of spread and combination option orders is considered a separate order with separate commissions. These orders can only be placed over the phone and are subject to the telephone options order commissions.
• Other commission rebates and caps (e.g. maximum per order commission) do not apply to trader schedule.
• Full commission and fee charges apply for each partial fill except when transacted within the same business day
• Multiple orders on the same stock on the same day will be considered as separate orders with separate commissions.
• US dollar trades placed in a Canadian dollar (or Canadian dollar trades placed in a US dollar) denominated account are subject to the current foreign exchange rate at the time the orders are executed. Foreign exchange rates will differ for buys and sells.
• Commissions on US dollar transactions are charged in US dollars.
• Orders placed by phone before 12:00pm PST (3:00pm EST) time, or electronically before 11:00am PST (2:00pm EST) time, will receive that day's closing net asset value. For fund companies having cut-off time prior to 1:00pm PST (4:00pm EST) or in the case of those few funds that price less frequently, orders will receive the next available net asset valuation.
• Individual fund companies may impose additional charges, which may be assessed by them. Switches are permitted only within the same load and fund family. Please refer to the simplified prospectus of each fund before investing. Credential Direct may receive compensation in the form of trailer fees from certain mutual fund companies. We reserve the right to change any mutual fund pricing at any time without notice.