Brokerage Services Comparison

First National ShareBuilder®1
E*PrimeVest2
First National
Investments & Planning2
A service designed for customers who: Are ready to begin investing on a weekly or monthly basis with an online, automatic, investment plan. Want a convenient way to independently buy and sell securities. Want the personal attention they deserve. You will have access to a Financial Consultant who will take the time to get to know your personal situation. First National Investments & Planning offers full-service brokerage accounts.
Investment Products Available: Stocks, Exchange Traded Funds Stocks, Bonds, Mutual Funds, Exchange-Traded Funds, Options Stocks, Bonds, Mutual Funds, Fixed and Variable Annuities, Life Insurance, Disability Insurance, Long-Term Care Insurance, Exchange-Traded Funds
Account Features:
  • 100% Online
  • Dollar-Based Investing
  • Automatic Investment Plans
  • Online Statements, Confirmations and Tax documents
  • No account minimums or inactivity fees
  • Online Trading
  • Market Research
  • Screeners and Research Tools
  • Real-Time Trading
  • Online Statements
  • Superior Service from a fully trained Financial Consultant
  • Personalized portfolio review
  • On-Line Account Viewing
  • Comprehensive Statements
Minimum Portfolio Size: None None None
Account Types Include: Individual, Joint, Traditional IRA, Roth IRA, Custodial and Educational Savings Accounts Brokerage, Traditional IRA, Roth IRA, SEP IRA, Rollover IRA, Custodial and Educational Savings Accounts Brokerage, Traditional IRA, Roth IRA, SEP IRA, Rollover IRA, Custodial and Educational Savings Accounts
Pricing
  • Automatic purchases for $4†a trade
  • $12 and $20 monthly investing programs
  • $29.95 per trade up to 5,000 Shares
  • Transaction or Fee-Based options available
Learn More First National ShareBuilder®1
Open an Account		 www.firstnationalinvestmentsandplanning.com
started/brokerage.asp or call 402-964-8400 or
888-916-8378		 www.firstnationalinvestmentsandplanning.com or call 402-964-8400 or
888-916-8378

1 © 2005 ShareBuilder Corporation. ShareBuilder is a registered trademark of ShareBuilder Corporation. Patent Pending. ShareBuilder Securities Corporation, a registered broker dealer, is a subsidiary of ShareBuilder Corporation and Member NASD/SIPC. First National ShareBuilder® is offered through ShareBuilder Securities Corporation and is not affiliated with First National Bank

2 Securities provided by PrimeVest Financial Services, Inc., an independent registered broker/dealer and registered investment adviser. Member SIPC/NASD. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

† See ShareBuilder web site for complete information including full fee schedule. Does not include Real-time Trades.

Questions about and access to ShareBuilder must be directed to ShareBuilder Corporation Customer Care at 800-732-2519 from 7 A.M. to 8 P.M. CST Monday through Friday.