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Brokerage Accounts

Brokerage accounts with the flexibility to trade and invest in a wide variety of securities include: Brokerage Portfolio Account, Brokerage Access Account and Brokerage Account. These brokerage accounts feature an automatic money market sweep feature with a choice of six money market funds.

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Brokerage Portfolio Account Back To Top

Designed for informed investors
Requires a minimum initial account balance of $15,000
Access to a full menu of mutual funds and other securities
Unlimited check writing with a debit/ATM card

Cash management features, such as expense coding, bill center and detailed tax lot accounting
Convenient account access on the Internet through Fidelity Investments' myStreetscape^SM investor technology platform
A competitive $100 annual base fee

Brokerage Access Account Back To Top

Designed for investors who want a brokerage account with check-writing privileges.

• Requires an initial account balance of at least $5,000

• Access to a full menu of mutual funds and other securities

• A core money market fund for holding cash balances

• Check-writing privileges from the core money market fund ($500 minimum check amount)

• No annual fee

Brokerage Account Back To Top

Designed for any investor who wants a standard brokerage account to buy and hold securities, the Brokerage Account.

• No minimum initial investment (except required fund minimums)

• Access to a full menu of mutual funds and other securities

• A core money market fund for holding cash balances

• No annual fee

Brokerage Account Comparison Back To Top

Feature: Brokerage accounts with the flexibility to trade and invest in a wide variety of securities. Automatic money market sweep feature with a choice of 6 money market funds
Brokerage Portfolio Account: Included
Brokerage Access Account: Included
Brokerage Account: Included

Feature: Checking account with check-writing privileges
Brokerage Portfolio Account: Unlimited check writing included with no minimum check amount and no reorder fee
Brokerage Access Account: Check writing with a minimum check amount of $500 and a $5 check reorder fee
Brokerage Account: Not available

Feature: Visa^® Classic debit/ATM Card
Brokerage Portfolio Account: Not Available
Brokerage Access Account: Available with $50 annual fee
Brokerage Account: Not available

Feature: Visa^® Gold Debit Card
Brokerage Portfolio Account: Included
Brokerage Access Account: Not Available
Brokerage Account: Not available

Feature: Visa^® Platinum Debit Card
Brokerage Portfolio Account: Available with $50 annual fee
Brokerage Access Account: Not Available
Brokerage Account: Not available

Feature: American Express Gold Card^®
Brokerage Portfolio Account: Available with $75 annual fee
Brokerage Access Account: Not available
Brokerage Account: Not available

Feature: Rewards Program — turn American Express card charges into points redeemable for shopping, recreation, home and travel
Brokerage Portfolio Account: Available for $40 additional fee
Brokerage Access Account: Not available
Brokerage Account: Not available

Feature: Quotes: pricing on equities, indexes and options, including all U.S. exchanges and OTC Bulletin Board securities
Brokerage Portfolio Account: Available through mySteetscape^SM - Internet
Brokerage Access Account: Available through mySteetscape^SM - Internet
Brokerage Account: Not available

Feature: Bill Center: receive, review, pay and organize all bills online through service offered by Metavante. Prices as shown are discounted for Brokerage Portfolio accounts only. Standard pricing applies for same features on Brokerage Access and standard brokerage accounts.
Brokerage Portfolio Account: Bill Pay free, complete bill management $3.00/month investor fee up to 15 transactions, $0.50 thereafter; Small Business Edition $13.00/month investor fee up to 25 transactions, $0.50 thereafter.
Brokerage Access Account: Monthly $4.95 fee includes online payment to anyone, up to 12 transactions per month ($0.50 fee for each subsequent transaction). Bill management is offered for a $7.95 monthly fee for up to 15 transactions per month ($0.50 fee for each subsequent presentment or payment transaction).
Brokerage Account: Not available

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Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. Any tax statements in this material are not intended to suggest the avoidance of U.S. federal, state or local tax penalties. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.