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Some fees may be waived at certain asset levels or for various programs and accounts, such as, but not limited to, Reserved, 2 and CashPlus Brokerage Accounts. Fees listed exclude advisory fees, commissions, commission equivalents or markups. Please speak with a member of your Morgan Stanley team if you have any questions regarding our account ...
Fee charged by Morgan Stanley on equity trades with principal values lower than $15,000. $50 fee for purchases with less than $15,000 principal value, no charge for purchases valued equal to or greater than $15,000 principal value. Fee is only charged on transactions involving foreign equities.
Morgan Stanley reserves the right, in its sole discretion, to elect discount or waive any fees. 2 To qualify for Reserved, a client’s household must have and maintain a minimum of $1,000,000 in eligible assets and liabilities or paid at least $10,000 in managed fees/commissions.
May 17, 2024 · For Individual IRAs (all available types), the account termination fee is $125. For Business Retirement accounts (VIP Basic, VIP Plus, and RPM), the fee is $50. The termination fee is $95 for brokerage account closures (Morgan Stanley Wealth Management and Self-Directed accounts). However, the fee can be waived if the account closure results ...
May 17, 2024 · For example, an IRA costs $95 to close. Transferring any Morgan Stanley account through the ACATS network is $95 as well. Account or Service. Standard Fee. Frequency. Individual Retirement Account (IRA) (Traditional, Roth, Rollover, Inherited, SEP, SIMPLE and SAR-SEP) Termination Fee. $95.
Foreign Currency Negative Rate Maintenance Fee 6 Varies Monthly CS 10069687 08/21 1 Some of the fees described are charged by Morgan Stanley Wealth Management Canada, Inc. (“Morgan Stanley”), while others are charged by third parties. All fees subject to GST/HST where applicable. Fees will be charged in the currency of the transaction.
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