How to Invest in NestYield ETFs
NestYield ETFs trade on the NYSE Arca and are available through all major U.S. brokerages. Here's everything you need to get started.
Three Simple Steps
Open or Use a Brokerage Account
NestYield ETFs are available through any U.S.-registered brokerage that provides access to NYSE Arca-listed securities. If you do not have a brokerage account, you may open one with any of the brokers below. Account opening typically takes 1–3 business days.
Review the Prospectus
Before investing, carefully read the fund's prospectus and summary prospectus. These documents contain important information about investment objectives, risks, charges, expenses, and strategies. Federal law requires that you receive the prospectus prior to or concurrently with your investment.
Search by Ticker & Place Your Order
Log in to your brokerage account and search for the fund by ticker symbol. You may place a market order (executes at current market price) or a limit order (executes only at your specified price or better). ETFs trade during NYSE Arca hours: 9:30am–4:00pm ET, Monday–Friday.
What to Know Before You Invest
ETF shares trade at market price on the exchange, which may differ from the fund's net asset value (NAV). The premium or discount to NAV fluctuates throughout the trading day based on supply and demand. NAV is calculated once daily after market close.
Many brokerages offer commission-free ETF trading; however, some may charge transaction fees. Check with your brokerage for applicable fees. Brokerage commissions, if any, will reduce your investment returns.
Most brokerages offer DRIP (Dividend Reinvestment Programs) that automatically reinvest your monthly distributions into additional fund shares. Contact your brokerage to enroll. Monthly distributions are paid directly to your brokerage account if not reinvested.
Distributions from NestYield ETFs may be treated as ordinary income, qualified dividends, capital gains, or return of capital for tax purposes. Each fund issues a Form 1099-DIV annually. Consult a qualified tax advisor regarding the tax implications of your specific investment.
Speak With a Financial Advisor
NestYield ETFs may not be appropriate for all investors. We strongly encourage you to consult a qualified financial advisor to determine whether these funds align with your investment objectives, risk tolerance, and financial situation before investing.
For questions about NestYield ETFs, contact our investor relations team at (866) 475-5050 or submit an inquiry online.
Contact Investor Relations
