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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.

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