What is the mutual fund trading restriction policy?
All mutual fund shares purchased through a trade must be held for a minimum of 90 days. The one exception is Vanguard PRIMECAP, which requires all shares purchased through a trade to be held for one year. Trades are transfers within a WEA Tax Sheltered Annuity Trust account of existing fund balances between the guaranteed investment and a mutual fund investment, or between mutual fund investments. We are unable to process any part of a trade request that attempts to trade shares that do not meet the holding requirements. Please call a consultant at 1-800-279-4030 if you need assistance. Click here for complete information.
