ISA Investment Services Account

The Investment Services Account (ISA) is designed specifically for professional money managers, both fiduciary and non-fiduciary, who choose to utilize their commission dollars in exchange for various investment research services. A portion of the gross commission on each trade is applied to the purchase of research. This is carried as a credit on the monthly ISA Statement.

Statements are mailed by the third business day following the end of the month, and reflect:

Account Summary. Account balances by month and by calendar year-to-date.
Commission Summary. Monthly commissions generated and ISA credits earned by month and calendar year-to-date.
Summary Research Services. A list of services by month and calendar year-to-date.
Detail Research Services. A breakdown and description by third party providers of invoices processed during the month.
Detail Trade Activity. Transactions by trade date with gross and ISA credits during the month.

Online account information is also available through secure log-in. Online status reflects trading and services as of the close of the previous business day.

ISA Account

The Interstate Group's Online Statement Web site is provided exclusively for ISA Account holders. To log in you must enter a valid login and password.

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