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).
Here’s how we charge that small fee:
If your Stash portfolio has a balance of less than $5,000 and more than $1, we pull that dollar from your Stash Cash each month. If your balance on your Stash Cash drops below $1, we pull the dollar from your bank.
If you have more than $5,000 in your Stash, then the fee is 0.25% annually, taken from your Stash Cash, or a weighted sale of your assets. It is only taken from your bank account if absolutely necessary.
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…
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