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Investments and Insurance
Brokerage Services

Open a brokerage account with the features and benefits you want most. Several options are available to you. First National ShareBuilder®1 offers the convenience of independent online investing with a low cost to you. First National Investments & Planning2 offers you a full range of brokerage accounts for purchasing stocks, bonds, and mutual funds.

Please see the chart below for an overview of the features and details of each of our current options, or contact an First National Investments & Planning Financial Consultant at 402.964.8400 to learn more about the many options available to you.

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 $4a 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

 

Not FDIC Inured

† 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.

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.

2Securities 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.

View PrimeVest privacy policy and other important information.

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.


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