OWNx IRA Fee Schedule :

OWNx IRA Fee Schedule

Modified on Tue, 19 Mar 2024 at 03:01 PM

Following are fees associated with an OWNx IRA. 

Typical IRA Fees

IRA annual maintenance fee.
Billed for each IRA
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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