How much does Stash cost?
For Stash Invest, we charge a monthly fee of $1, with no commissions. All new investors get their first month free.
Stash Retire costs only $2 a month. Which makes it one of the most affordable retirement products on the market.
Once either account reaches $5,000, we switch to calculating fees based on percentage. Accounts $5,000 and over are charged 0.25% of your account per year.
(That’s only $12.50 a year for a $5,000 portfolio.)
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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