Following are fees associated with an OWNx IRA.
Typical IRA Fees
IRA annual maintenance fee. Billed for each IRA | $195 |
|---|---|
Storage Fees | 0.5% per year, assessed monthly as 0.0416% |
Fees That Are Easy to Avoid
Paper Statement Fee Avoid by setting up a myEQUITY portal account | $60 per year |
|---|---|
Paper Bill Pay or Distribution Avoid by submitting through myEQUITY portal | $15 each |
Wire Transfer Fee Select check processing to avoid | $30 each |
Cashier's Check, Certified Mail (Select regular check to avoid) | $30 each |
Other Fees (Rare Occasions)
| Overnight Mail | $50 each |
|---|---|
| Express Transfer Processing (Reviewed same day) | $75 each |
| Expedited Process Service | $75 each |
| Special Document Processing | $10 each |
| Miscellaneous Activity Request | $75 / hour |
| Special Handling Fee | $25 each |
| Foreign Currency Fee | $100 annually |
| Stop Payment, Return Check Fee | $30 each |
| In-Kind Distribution or Transfer Out | $50 per transaction |
| Account termination fee | $250 |
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