Termination of DirectChoice Account (non-IRA termination/non-IRA outgoing transfer—ACAT)
$0 / $150
Termination of DirectChoice Account (IRA termination) (for Pershing)
$95 / $125
Mutual Fund Sponsors—Pershing
As of January 2023
AB American Funds Amundi (f/k/a Pioneer Investments) Fidelity Investments Franklin Templeton Investments Invesco John Hancock Investments Ladenburg Legg Mason Lord Abbett Mainstay Pacific Life Principal Putnam Thrivent Mutual Funds Victory Capital Virtus Investment Partners
Other fees could apply based on account activity and optional features.
Please refer to the full AP Accountholder Commission and Fee Schedule under Disclosure Notices at www.americanportfolios.com.
Member: FINRA/SIPC
Updated July 2023
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