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How will I be charged the Stash Retire monthly fees?

For Accounts with Balances Under $5,000
If your Stash Retire account has an average daily balance of less than $5,000, you will pay a flat $2 fee. We do not prorate this fee for partial months.

Stash charges our fees monthly, on or near the date you opened your account.

For example: If you open your Account on May 4th, we will deduct your fee on the 4th of the month (or the next business day) each subsequent month.

This fee pays for your next month of investing.

For example: A fee paid June 10 covers your account through July 9.

For Accounts Over $5,000
If your Stash Retire account’s average daily is $5,000 or more in the previous month, we charge a 0.25% monthly fee on the value of your account.

We do not prorate this fee for partial months.

Stash charges our fees monthly, on or near the date you opened your account.

For example: If you opened your account on April 4, we will deduct your fee on the 4th of the month (or the next business day) each subsequent month.

Once Stash Invest accounts reach a daily average balance of more than $5,000, what charge you a monthly fee of 0.25% on your balance amount.

For example: An account with $5,000 will be charged $1.04 each month (and a total of $12.50 for the whole year).

Wondering what happens if your account goes under $5000? We’ve got you covered.

For a full list of other potential fess you may see on your Stash Retire account, review the Ancillary Fees information.

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