Will I still pay the 0.25% fee if the market changes and my portfolio falls below $5000?
We use the average daily balance in your account each month to calculate your fees. If your average daily balance for the month falls below $5000, you will not pay the 0.25% fee, you will revert back to the $1 per month fee for Stash Invest or $2 per month fee for Stash Retire.
Q. How can I close my Stash Retire account?
You can close or withdraw funds from your Retire account in just a few simple steps. To initiate the process contact support. First, you will need to sell any investments that you may have in your Retire account. This will make all funds in your account available to withdraw from your cash balance when we…
Q. What are fees for Stash Retire?
For Stash Retire accounts with average daily balances of less than $5,000.00 in the subject month, we will charge a fixed fee of $2.00 per month in advance. Investment advisory fees are not prorated for partial months. For Stash Retire accounts with average daily balances of greater than $5,000.00 in the subject month, we charge…
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