It's easy to get started. Below is a summary of our fees. Pick who you are to get started: |
Fee Description | Amount |
Initial Set-up Fee (Individuals Only) | $10 |
Annual Fee Including Debit Card is Either: | |
Individual, or | $48 |
Employer Paid | $42 |
Investment Fee | $1.50/month |
Other Fees - Case By Case Basis | |
Transfer to another custodian | $25 |
Returned Deposit Item | $15 |
Debit Card Reissue Fee | $5 |
Close Account Fee | $25 |
Copy of IRS 1099 or 5498 | $5 |
Corrected IRS Filing Fee (Non-Banking Error) | $10 |
Included WITH your account at NO EXTRA CHARGE is: