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How will I be charged the fee for Stash Invest?

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 monthly advisory fee of 0.0208% of the value of the account. On an annual basis, this represents a 0.25% advisory fee (.0208% x 12).

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

This fee pays for your next month of investing.

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

Want more information on how fees are calculated? We’ve got that too.

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