A Best Online Broker for Trading, Investing & Financial Planning

Introduction Fees & Expenses Mutual Fund Resources Buying on Margin Funds Available Terms & Definitions Mutual Funds vs. ETFs ETFs

US Mutual Funds Available at Place Trade

Place Trade clients have the ultimate flexibility when it comes to investing. Clients have access to thousands of mutual funds and ETFs to meet all of their investment needs. View mutual fund families available for purchase in your PT brokerage account via this link.

What you need to know about Mutual Funds held at Place Trade:

It is important to note that some mutual funds are available to be held in house (within your full service or online trading account at Place Trade) and others must be held at the mutual fund company (referred to as being held "fund direct").

Clients can invest in no-load mutual funds with the following features:

· Invest in nearly 2,000 funds from numerous families of mutual funds from within your Place Trade account and thousands more mutual funds that are held fund direct.

· Online trading clients have access to mutual funds are no-load with no early redemption fees.

· Active, professional fund management.

· Electronic-only prospectus delivery.

· Automatic dividend reinvestment.

No-Load Mutual Funds:

If you invest on your own and make your own trading decisions you may invest in no-load funds within your Place Trade online trading account.

No-Load Mutual Fund transaction fee: $19.95 (Buy or Sell)

Mutual Funds (all other available funds) transaction fee:

Fees are set by the individual mutual fund companies and passed through to clients. Place Trade has no discretion as to the fees that mutual funds charge to purchase these funds.

Please note:

Financial advisors will not be available to assist you with your investment decisions regarding no-load funds unless you are a fee based client. Please call 1-800-50-PLACE or 1-919-719-7200 to speak with an experienced mutual fund specialist.

Financial Advisors are available to help with your all of your investment needs. Along with a full suite of investment products and services, most mutual funds are available to full service clients. Traditional mutual funds (with the exception of the no-load mutual funds noted above) are held at the mutual fund company that manages your funds.

For example; if you own mutual funds that are managed by the PIMCO family of funds.¹ The mutual funds that you are invested in will be held at PIMCO and you will receive statements from PIMCO regarding these particular investments. You will still be a client of Place Trade and your advisor will still be able to assist you with all of your investment needs. Please note that this is not a recommendation to purchase PIMCO products it is merely being used for informational purposes.

Please note that mutual funds have risks and are not suitable for all investors. Past performance is no guarantee of future results. Please speak with your own investment, tax and legal advisors prior to making investment decisions.

Looking for information on Exchange Traded Funds (ETFs)? Trade or invest in ETFs at Place Trade.

To learn more please call 1-800-50-PLACE or 1-919-719-7200 to speak with an experienced mutual fund specialist today.

Learn more about mutual funds from FINRA through their Smart Investing Program via this link.

Investor Bulletin: How to Read A Mutual Fund Shareholder Report(SEC)

¹Please note that the example above is for informational purposes only and is not a recommendation, solicitation or offer to buy or sell any particular mutual fund. Mutual funds can lose money. Past performance does not imply or guarantee future results.

Mutual Funds & ETFs

Mutual Funds:

Introduction

Buying on Margin

Funds Available

Fund Families

Commission & Pricing

Terms & Definitions

Mutual Funds vs. ETFs

Exchange Traded Funds

Go Mobile!

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FREE Consultation

All investing involves risk, including the possible loss of principal and there can be no assurance that any investment strategy will be successful.

Get an idea of some of the investment offerings at Place Trade by checking out the links below:

International Trading

Cash & Wealth Management

Learn more about retirement planning by visiting some of the links below:

Individual Retirement Plans & Rollovers

Small Business & Enterprise - Qualified Plans

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:

Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts

Check out some of our popular links:

Trading Platforms

Online Trading Tools

Place Trader Workstation

Mobile Solutions

Online Trading

Open an Online Trading Account

All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful.

Please Note: Brokerage products are NOT FDIC insured or bank guarantee and may lose value.

PLACE TRADE^®, PT^SM, PTF^SM, PlaceTrade.com ^TM, Place Trader^SM, Place Trader Workstation^SM, The Smart Place to Trade^TM, The Smart Place for your IRA^TM, The Smart Place for your 401(k)^TM, The Smart Place to Trade Options^TM Financial Quarterback^TM, Jonesitus^TM and The Bond Queen^TM are service marks and/or trademarks of Place Trade Financial, Inc.

Please note that while Place Trade strives to offers extremely low overall trading costs including deep discount commissions and some of the lowest margin rates available we would like to remind investors that there will be trading costs associated with investing, trading and holding a brokerage account. Brokerage commissions and exchange fees along with potential other account fees, fund expenses and service fees may apply. Expenses related to your investment account may vary depending on the type of investments that you choose to hold, type of account, level of activity, account balance, tax withholding or other possible factors. Please consider your overall trading costs prior to investing.

The information on this website is for discussion and information purposes only. Nothing contained herein should be considered as an offer to buy or sell any security, securities product or service, nor should be considered as investment, legal or tax advice. Place Trade Financial is a registered broker dealer (Member FINRA/SIPC) however it is not registered in all states or jurisdictions. Place Trade does not solicit securities, products or services in any jurisdiction where it is not authorized to do so. Please contact Place Trade Financial at 1-800-50-PLACE (1-800-507-5223) or 1-919-719-7200 for further information. Systems response and access times may vary due to market conditions, system performance as well as other factors. All accounts accepted at the discretion of Place Trade Financial.

Place Trade Financial, Inc. does not provide investment advice to online trading clients/accounts, online institutional accounts or any other individual or account that is not specifically set up as a full service client and on a full service commission and fee schedule. Place Trade Financial, Inc. will only provide investment advice to full service clients that are specifically set up for full service trading and advice. (Full Service clients work with experienced financial consultants and pay full service commissions and fees which are different than online trading commissions and fees.) To take advantage of both our Online Trading and Full Service flexible client benefits please call 1-919-719-7200 today! Documentation for any claims and/or statistical information will be provided upon request. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

The risk of loss in trading stocks, bonds, mutual funds, options, and other securities can be substantial. Options are not suitable for all investors. For more information please read the "Characteristics and Risks of Standardized Options" guide prior to trading options along with the relevant risk disclosure statements on our website.

Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment. (The amount you may lose may be greater than the amount that you started with or more simply put; you can lose more than the amount that you actually put into an investment when trading on margin.) Please follow these links for additional information regarding trading on margin and margin loan rates.

IMPORTANT: The projections or other information generated by any investment analysis tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

Place Trade does not offer futures or forex trading at this time.

Place Trade Financial, Inc. does not provide tax advice to online trading clients/accounts, online institutional clients/accounts or any other individual or account at any time. Please speak with your own personal tax advisor, CPA or tax attorney prior to making tax related decisions.

Please Note: Any symbols displayed are for illustrative purposes only and do not portray a recommendation. Apple, the Apple logo, iPod, iPod touch, and iTunes are trademarks of Apple Inc., registered in the U.S. and other countries. iPhone is a trademark of Apple Inc. App Store is a service mark of Apple Inc.

This website includes links to other third party sites. Any links to third party sites, including any site that does not specifically include PlaceTrade.com in both the url/domain name title, frame source code and ICANN's WHOIS database, are not owned or controlled by Place Trade Financial, Inc. Place Trade cannot be responsible for the content, policies, procedures, media, source code, systems, security, certificates, instrumentalities, patents, trademarks, copyrights, original art, algorithms, configuration or any other function, form or facet of websites that it does not own or control including any other sites that may be referred or linked either to or from such sites, whether specifically stated, used or implied in any way. For information regarding other websites, please contact those websites or companies directly.