FREE IRA ACCOUNTS

With our Free IRA Accounts there are no annual account fees charged by AE-Trust for IRA accounts, Health Savings Accounts (HSA), or Educational Savings Accounts (ESA) which maintain a minimum balance in our two money investment funds. These two funds are the AE-Trust Portfolio Option 1 Quick Access Fund and the Portfolio Option 4 Hi-Yield Stable Value Fund (for more information on either fund click the above button, "IRA Investment Options"). By default, or without other instruction from you, all new money coming into your account is invested in the AE-Trust Portfolio Option 1 Quick Access Fund. You can, of course, have your money invested in any other investment which you choose and direct us to.

Minimum Balances Required:

    Quick Access Fund - $25,000 or more.
    Hi-Yield Stable Value Fund - $50,000 or more (and meet other requirements of that fund).

Rules To Qualify: Your IRA, HSA, ESA or private trust account is free as long as the applicable minimum balance listed above is maintained over a full twelve months. And, in the case of the Hi-Yield Stable Value Fund, there are certain other requirements (for more information click the above button, "IRA Investment Options"). You still pay the initial set up and first year's account fee when you open an AE-Trust account, but thereafter on each one year anniversary of your account creation date, the annual account fee is waived if your account maintained the minimum average balance for the past year.

For IRA fee information, click the link on the left labeled "IRA Fees".

For immediate contact please provide the following information below.