Our Fees

Consultations with our investment professionals are free!

Find an investment professional at a WaMu financial center near you for a free financial consultation, and learn more about what we have to offer. If you have questions about our fees, commissions and rates, call us at (800) 888-0055.

Account Service Fees

Transfer and ship physical certificate Bond redemption fee: Held in account Presented after maturity Coupon redemption	$75.00 FREE $25.00 per issue $25.00 per coupon
Stop payment	$30.00
Research and/or copy of check	$15.00
Non-sufficient Client Funds (Check/Bank Link)	$30.00
Treasury redemption	FREE
Trade extension	$20.00
Outgoing fed wire: Domestic	$25.00
Incoming fed wire	FREE
Outgoing transfer	$75.00
Restricted securities	$25.00 per cusip
Express delivery	AT COST
Duplicate statements, confirms, statements, tax forms	$5.00 or FREE online
Service fee	$5.00
IRA fees: IRA annual maintenance fee IRA closing fee IRA annual maintenance fee waived for households meeting minimum balance requirements of $100,000 or a maximum annual contribution is made to your WaMu Investments IRA during the year in which the fee is assessed.¹	$25.00 $75.00 Waived
Annual Custody Fee for Inactive Account Charged when an account has had no trading or or reinvested dividend activity or margin interest within the previous 12 months. All retirement accounts and WM Wealth Strategy accounts are exempt from this fee. Fee waived for households meeting minimum balance requirements of $100,000 or more.¹	$25.00

¹Household balances are defined as the sum of balances held in your accounts with WaMu Investments and WaMu, including your Platinum, regular checking account, savings accounts, CDs, money markets, and investments with WaMu Investments (including annuities). In addition, you'll also qualify for an IRA Annual Maintenance Fee waiver if you hold a mortgage with WaMu in the amount of $250,000 or greater, or have an Equity Line of Credit with an outstanding balance owed of $250,000 or greater, as of August 31 of the applicable year.

Commissions & Fees

Commissions and fees for investment professional-assisted transactions

Equities¹ Transaction Amount / Commission Rate $200.00 and under at 18.50%, plus $2.00 $200.01 - $1,000 at .75%, plus $35.00 $1,001.01 - $2,500 at 2.00%, plus $23.00 $2,500.01 0 $7,500 at 1.45%, plus $36.75 $7,500.01 - $20,000 at 1.35%, plus $44.25 $20,000.01 - $30,000 at 1.06%, plus $102.25 $30,000.01 and over at .62%, plus $234.25 OR Minimum commission charge of $0.03 per share not to exceed 5% of principal amount. Subject to a $45.00 minimum charge per transaction.
Options¹ Transaction Amount / Commission Rate $0.00 - $2,500 at 5.00% $2,500.01 - $5,000 at 4.00% $5,000.01 - $7,500 at 3.00% $7,500.01 - $10,000 at 2.50% $10,000.01 and over at 2.00% OR Minimum commission charge of $3.00 per contract not to exceed 5% of the principal amount. Subject to a $50.00 minimum charge per transaction.
Fixed Income² Corporates, Zeros & Municipals - $75.00 minimum charge Treasuries / Agencies - $50.00 flat fee (auction orders) or $60.00 minimum (secondary market) Mortgage-backed Pass-through - $60.00 minimum charge REMIC / CMOs - $100.00 minimum charge CDs - $50.00 minimum charge
Mutual Funds—No Load³ $45.00 transaction fee Some funds may have additional transaction fees. Please refer to the fund's prospectus for this and other important information.
Mutual Funds—Load Sales charges and fees are described in the fund's prospectus. Please refer to the fund's prospectus for this and other important information.
Unit Investment Trusts Sales charges apply. Please refer to the prospectus for this and other important information.
Annuities and Life Insurance Fees and charges vary. Please refer to the specific product literature and contract for details.

Commissions and fees for self-directed transactions

To purchase the following products online or via the automated phone line, call us at (800) 888-0055 to obtain a User ID and PIN.

Equities $28.00 for first 1,000 shares plus $0.03 per share for trades over 1,000 shares not to exceed 5% of principal amount.
Options $35.00 per trade plus $2.00 per contract not to exceed 5% of principal amount.
Mutual Funds—No Load³ $45.00 transaction fee Some funds may have additional transaction fees. Please refer to the fund's prospectus for this and other important information.
Mutual Funds—Load Sales charges and fees are described in the fund's prospectus. Please refer to the fund's prospectus for this and other important information.

¹The amount of commission charged will be greater of the two formulas.

²Fixed Income transactions may be subject to a principal transaction charge or an agency commission. Principal and Agency transaction charges vary and are determined based on the principal amount of the transaction, the type of product, and the product's maturity.

³Please be aware that No Load Funds may be redeemed directly through the fund company, in some cases with no transaction fee. Please contact the fund company directly for more details.

Programs, including fees and features, may change without notice.

Margin Rates

Margin interest rates^* effective April 30, 2008:

Average Daily Balance	Interest Rate
$0 - $9,999	7.25%
$10,000 - $24,999	7.00%
$25,000 - $99,999	6.00%
$100,000 - $499,999	5.50%
$500,000 and up	5.25%

^*Margin interest rates are subject to change.

Average Daily Balance
$0 - $9,999 Broker Call Rate plus 3.50%
$10,000 - $24,999 Broker Call Rate plus 3.25%
$25,000 - $99,999 Broker Call Rate plus 2.25%
$100,000 - $499,999 Broker Call Rate plus 1.75%
$500,000 and over Broker Call Rate plus 1.50%