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. Will I get in trouble if I take my money out early?
Retirement accounts can have penalties for early withdrawal. For a Roth IRA: If you withdraw more money than the amount you’ve contributed, or are withdrawing greater than your contributions from your Roth IRA within 5 years of contributing towards your first Roth IRA, or under the age of 59 1/2, you may be subject to…
Q. How are fees calculated?
Your first month is free! After that, Fees will be calculated for the upcoming month based on the average daily balance of the previous month, NOT the account balance on the first, last or any single day during the month. The fee for the subject month will be assessed at or near the anniversary date…
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Now That’s What I Call an Investment! ETFs Explained
You may have heard that Exchange-Traded Funds are a great first investment. But what's an ETF? We use a helpful analogy to break it down.
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