How are fees calculated?
Your first month is free! After that, Fees will be calculated for the upcoming month based on the average daily balance of the previous month, NOT the account balance on the first, last or any single day during the month. The fee for the subject month will be assessed at or near the anniversary date on which your account was opened and will be calculated per the fee schedule as follows:
1) Accounts with an average daily account balance over $1 but less than $5,000 will be charged a fee of $1 dollar per month for Stash Invest and $2 per month for Stash Retire;
2) Accounts with an average daily balance of $5000 and greater will be charged a fee of 0.25% per year or about 0.021% per month. Example: For an account with an average daily balance of $5,000, the monthly fee would be about $1.04 per month;
3) Accounts that have an average daily balance of less than $1 will not be charged.
Q. Are there any trading fees associated with stocks on Stash?
There are no add on commissions or trading fees for adding stocks to your Stash portfolio. That means that you never have to pay extra to buy or sell, transfer funds or withdraw, or any action that you take to transact money in your Stash. Everything is included in the simple fee structure: $1 a…
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…
Q. What are the Stash fees for a custodial account?
For balances of $5,000 or less, your first custodial account will cost $1 per month and additional custodial accounts will cost half as much—$1 every two months. All custodial accounts with balances over $5,000 will cost 0.25% per year of assets. There are no add-on fees or commissions for a custodial account. It’s always free…
we've already answered.
Now That’s What I Call an Investment! ETFs Explained
You may have heard that Exchange-Traded Funds are a great first investment. But what's an ETF? We use a helpful analogy to break it down
Saving vs. Investing: What’s the Difference?
Stay up to date on Stash Products and learn something new each week.