When are fees due?

At American Estate & Trust (AET), different types of fees have specific due dates based on the type of transaction or service.

Transaction Fees

Transaction-related fees, such as investment processing fees, are due at the time the transaction is processed. These fees will either be deducted from the available cash balance in the account or charged to the credit card on file. If there is no cash balance or linked credit card, the account will be invoiced for the amount due.

Annual Account Fees

Annual account fees are billed on the 1st of the anniversary month in which the account was opened. These fees can either be paid from the IRA account balance or a linked credit card.

By ensuring sufficient funds are available in the account or linking a valid credit card, account holders can prevent delays in transactions or additional invoicing.