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How will I be charged the Stash Retire monthly fees?

Fees for Stash Retire accounts with less than $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.

Fees for Stash Retire accounts with $10,000 or more

If your Stash Retire account’s average daily is $10,000 or more in the previous month, you will pay the monthly advisory fee of 0.0208% of the value of the account, or 0.25% annually.

We do not prorate this fee for partial months.

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

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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