Q. What are the ancillary account fees?
Below is a list of ancillary fees (other potential fees) you may incur that are not included in the monthly advisory fee or Wrap Fee. These fees would be incurred based on a client’s request or other action which is why they are excluded from fees and services covered by the Wrap Fee. …
Q. Do ETFs have fees?
Yes, ETFs have management fees. These fees are usually referred to and the ‘expense ratio. These are often shown as a percentage. ETFs are managed by investment companies that charge a fee for their service. The companies make sure the money in the ETF is invested in the desired style of the investors.…
Q. Will I get in trouble if I take my money out early?
Retirement accounts can have penalties and/or taxes if you withdrawal prior to the age of 59 ½. If you have any questions, please reach out to a tax advisor to review your specific circumstances. Keep it in, let it grow!…
Q. What are the fees for Stash banking accounts?
There are no overdraft fees, monthly minimums, or maintenance fees associated with Stash banking accounts1. However, other fees may apply. Please see our Deposit Account Agreement to locate any fees associated with your Stash banking account. 1 Stash Banking services provided by Stride Bank,…
Q. Does my Stash banking account offer overdraft protection?
Stash doesn’t charge overdraft fees (or have other hidden fees)2, so we do not offer overdraft protection on Stash banking accounts.1 This sets us apart from other financial institutions, which can charge $30 or more if you overdraw your account, even after you opt into their overdraft protection. …
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