What are the fees?
There are minimal costs associated with maintaining your account. Ohio residents will pay $2.25 per month (charged to the account quarterly equaling $27.00 annually) to maintain their accounts. Residents of other states will pay $3.25 per month (charged to the account quarterly equaling $39.00 annually) to maintain their accounts. Ohio residents, along with residents in our Partner States of Arizona, Georgia, Kentucky, Missouri, Oklahoma, New Hampshire, New Mexico, South Carolina, Utah, Vermont, West Virginia, and Wyoming will also have a small asset-based fee of between 0.19% and 0.33%, depending on their chosen investment options. Residents of all other states will have an asset-based fee of between 0.45% and 0.59%, depending on their chosen investment options. Additional administrative fees (e.g., a return check fee) may apply depending upon your particular account activity.
Additional fees are added based on how you use the account:
$10 per year for paper statements when you choose to opt out of electronic statements
$25 if a transfer fails or check bounces
Any additional services may have extra fees.