The Motley Fool Discussion Boards

Previous Page

Financial Products & Services / Sharebuilder


Subject:  Re: Scottrade & Sharebuilder Date:  3/28/2008  12:17 PM
Author:  havefunsaving Number:  1011 of 1024

That means that Basic accounts are charged an annual fee? How much would that be?

There isn't an annual fee for taxable accounts, but my Roth (Basic plan) incurs a $25 annual IRA admin fee, payable in July (for my account).

However, if I upgrade for that one month to Standard, at $12 for the month, they waive the IRA admin fee for the year. So I upgrade, pay the $12, and look at any auto invest trades I want to make that month as "commission free" and figure I'm getting the annual fee at about 50% off.

Works for me.

Best regards,
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us