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 Plans & Pricing
-
Q. Why Am I Still Receiving Statements?
We at Stash are legally required to send our clients statements for their account(s) in any month in which there was any activity or funds in the account. If you believe you should not have received a statement, log back into your account to see if your accounts are fully closed and… If you are fully closed with no funds in any of your account(s): Since your account is now fully closed and unfunded this would be your final statement.…
-
Q. Trying to Link your Stash with TD Bank?
As of April 25th, 2022, at 12:01a.m. ET, TD Bank implemented a change that requires all institutions, including Stash, to re-link once every 90 days if you linked your account via the Instant Link option using Plaid. What this means for Stash customers who are linked to a TD Bank account: This will not impact any deposits you make from your account,…
-
Q. Why did you sell part of my investments to cover my monthly subscription fee?
The way we initially attempt to charge the fee differs. We’ll try to pull from your Portfolio cash, linked debit/credit card, or Stash Banking1 balance first. If that doesn’t work, then we’ll sell a portion of your holdings in your Personal Invest Portfolio to cover the fee.…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question