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…
Q. What makes Stash different?
Stash lets you choose investments from a curated set of options that have been picked for you based on the answers to the questions we ask when you sign up. That way, you know what you are investing in – and you can invest in what matters to you. Stash lets you start small, with…
Q. What are fees for Stash Invest?
For Stash Invest accounts with average daily balances of less than $5,000.00 in the subject month, we will charge a fixed fee of $1.00 per month in advance. Investment advisory fees are not prorated for partial months. For Stash Invest accounts with average daily balances of greater than $5,000.00 in the subject month, we charge…
Q. 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…
Q. 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. 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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