What are the Apex Clearing custodian maintenance and bank transfer fees?
Below is a list of Apex fees clients may incur that are not included in the Wrap Fee. These fees would be incurred based on a client’s request, beyond our control and accordingly excluded from the fees and services covered by the Wrap Fee. Should a client incur any of these fees, such client will be responsible for their payment in accordance with the terms and conditions of such client’s account opening agreements. This list of fees is the current list of Apex fees, as represented to us by Apex, but Apex reserves the right to change these fees in the future.:
Bank Transfer (ACH) Incoming – $0
Bank Transfer (ACH) Outgoing- $0
Returned ACH (insufficient funds) & Recall/Stop Payments – $0.50 each
ACH Notice of Correction (NOC) Fee – $5 per notice
Account Maintenance Fees:
Electronic Statement & Electronic Trade Confirms – $0
Paper Confirms* – $2 per confirm
Paper Statements* – $5 per statement
ACAT (Automated Customer Account Transfer)
ACAT Outgoing – $75 per account
ACAT Incoming – $0
*Statements and confirms are defaulted to electronic delivery. You can request paper confirms and statements if you choose. Paper confirm and statement fees will also occur if there is a typo in your email address that causes these documents to be bounced back as undeliverable. Please update your email address in the app or contact [email protected]
Q. How can I close my Stash Retire account?
You can close or withdraw funds from your Retire account in just a few simple steps. To initiate the process, contact support. First, you will need to sell any investments that you may have in your Retire account. This will make all funds in your account available to withdraw from your cash balance when we…
Q. What are fees for Stash Retire?
For Stash Retire accounts with average daily balances of less than $5,000.00 in the subject month, we will charge a fixed fee of $2.00 per month in advance. Investment advisory fees are not prorated for partial months. For Stash Retire accounts with average daily balances of greater than $5,000.00 in the subject month, we charge…
Q. Will I be charged a penalty if I close my Retire account?
Yes. If you have a Roth IRA, you may close your account and withdraw your funds at any time. However, if you have not yet reached 59 ½ years old, you may be subject to penalties and taxes by the IRS. This also applies to Retire accounts that have been open for less than five…
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