Forms > Fees > Traditional, Roth, SEP, SIMPLE IRA Fee Schedule
Fee ScheduleUse this form with the Account Application to open an IRA.
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Submit Online Print and Mail |
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FREQUENTLY ASKED QUESTIONS
What is the cost to open an IRA account?
There is a non-refundable account setup fee of $50.
What is the annual record-keeping fee for my IRA?
The fee is $395 per asset or $100 per mortgage liability to a maximum annual fee of $2,370.
What are the transaction fees?
$125 for any purchase, sale, exchange, payoff or re-registration of any asset or liability.
When am I invoiced each year?
On the anniversary of the account funding date.
Is there a termination fee?
Yes, $225 for a full account termination including a transfer of all assets from your account. $50 for a partial account termination including a lump-sum distribution or transfer of assets.