Are there early withdrawal fees on Stash Retire?
Yes, depending on your age and circumstances, there could potentially be penalties and/or taxes if you withdraw your funds before age 59 ½. If you have any questions, please reach out to a tax advisor to review your specific circumstances.
Q. What are the Apex Clearing custodial account 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…
Q. What are the trading fees?
There are no add-on trading or electronic statement fees and making deposits and withdrawals are free! Instead, we do a simple fee of $1 a month for accounts with under $5000 and 0.25% a year for accounts over $5000 (which comes out to $12.50 a year for an account value of $5000). Here’s how we…
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