What are the Apex Clearing custodian maintenance and bank transfer fees?
You may at some point see a fee that is different from your standard monthly account fee (AKA the Wrap fee).
These fees are charged based on action(s) taken by a client that is beyond Stash’s control and area of service.
Should a client incur an additional fee, they are responsible for paying it accordance with the terms and conditions of their account opening agreements.
Below is the list of current fees Apex Clearing (Stash’s custodian) has provided to Stash.
Apex reserves the right to change these fees in the future.
Bank Transfers:
- Bank Transfer (ACH) Incoming – $0
- Bank Transfer (ACH) Outgoing- $0
- Returned ACH (insufficient funds) & Recall/Stop Payments – $0.50 each
- ACH Notice of Correction (NOC) Fee – $5 per notice
Account Maintenance Fees:
- Electronic Statement & Electronic Trade Confirms – $0
- Paper Confirms* – $2 per confirm
- Paper Statements* – $5 per statement
- ACAT (Automated Customer Account Transfer)
- ACAT Outgoing – $75 per account
- ACAT Incoming – $0
*Statements and confirms have defaulted to electronic delivery. You can request paper confirms and statements if you choose. Paper confirms and statement fees will also occur if there is a typo in your email address that causes these documents to be bounced back as undeliverable. Please update your email address in the app or contact support.
Related questions View all Pricing
-
Q. How are refunds calculated if I close my Stash account or cancel my subscription plan?
In the event you close your Stash account or cancel your Stash subscription plan, Stash will refund any and all pre-paid portions of your Stash subscription fee in accordance with the terms of your Advisory Agreement. Refunded portions of pre-paid fees will be calculated starting from your billing date and then based upon the number of days remaining in your monthly billing period or annual billing period,…
1 -
Q. How do I lock my Stash Stock-Back Card?
Misplaced your wallet and worried that fraudsters have it? Don’t panic—Stash offers the ability to lock and unlock your Stock-Back Card¹ (your debit card). You can keep looking for your card without worrying about unauthorized transactions. Locking is easy—here’s how: In the app: Open Stash.…
2 -
Q. How do I cancel my Stash+ subscription?
Canceling your Stash+ is easy and can be done from the web. We don’t currently support canceling your subscription in the app. Here’s how to do it: Navigate to your Manage account page and log into your account. Here you’ll see options to close your Personal portfolio and your Retirement portfolio.…
1
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question
