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).
For more information about how Stash fees work and how we charge them, check out: https://ask.stashinvest.com/ask/how-will-i-be-charged-the-fee/
Q. How are fees calculated?
Fees are calculated on the average daily balance of the previous monthly period and are billed during the monthly period for which investment advisory services are being performed. Remember, the monthly advisory fee is based on the full previous monthly period so even if your account balance was below $1 on the first, last or…
Q. What are the fees for Stash Invest accounts?
For Stash Invest accounts with less than $5,000 For Stash Invest accounts with average daily balances of less than $5,000.00, we charge a monthly advisory fee of $1.00 per month in advance. For Stash Invest accounts with $5,000 or more For Stash Invest accounts with average daily balances of $5,000.00 or more, we charge a…
Q. What are the fees for Stash Retire accounts?
Fees for Stash Retire accounts with less than $5,000 For Stash Retire accounts with an average daily balance of less than $5,000.00, we charge a monthly advisory fee of $2.00 per month. Fees for Stash Retire accounts with $5,000 or more For Stash Retire accounts with an average daily balance of $5,000.00 or more, we…
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