---
title: When are fees due?
description: Help Center
---

[Skip to content](https://support.aetrust.com/when-are-fees-due#main-content)

English

Show submenu for translations

[More support](https://support.aetrust.com/kb-tickets/new?hsLang=en) [Customer portal](https://cs.aetrust.com/tickets-view?hsLang=en)

[![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg)](https://support.aetrust.com/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://support.aetrust.com/kb-tickets/new)
- [Customer portal](https://cs.aetrust.com/tickets-view)
- [Contact us](https://aetrust.com/contact)

[Contact us](https://aetrust.com/contact)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.aetrust.com/?hsLang=en)
2. [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en)
3. [Fees and Payments](https://support.aetrust.com/investor-portal?hsLang=en#fees-and-payments)

# 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.

- [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en#main-content)
  
  
  
  
  
    - [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal)
    - [Transfer-ins and Rollovers](https://support.aetrust.com/investor-portal?hsLang=en#transfer-ins-and-rollovers)
    - [General Account Questions](https://support.aetrust.com/investor-portal?hsLang=en#general-account-questions)
    - [Tax Reporting and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#tax-reporting-and-compliance)
    - [Signing Request](https://support.aetrust.com/investor-portal?hsLang=en#signing-request)
    - [Bill Pay](https://support.aetrust.com/investor-portal?hsLang=en#bill-pay)
    - [Prohibited Transactions and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#prohibited-transactions-and-compliance)
    - [Fees and Payments](https://support.aetrust.com/investor-portal?hsLang=en#fees-and-payments)
    - [Investment Questions](https://support.aetrust.com/investor-portal?hsLang=en#investment-questions)
    - [Account Closure and Transfer-out](https://support.aetrust.com/investor-portal?hsLang=en#account-closure-and-transfer-out)
    - [Assets](https://support.aetrust.com/investor-portal?hsLang=en#assets)
- [Business Portal](https://support.aetrust.com/business-portal?hsLang=en#main-content)
  
  
  
  
  
    - [Getting started](https://support.aetrust.com/business-portal?hsLang=en#getting-started)
    - [FAQ](https://support.aetrust.com/business-portal?hsLang=en#faq)
    - [Training](https://support.aetrust.com/business-portal?hsLang=en#training)
    - [Investments](https://support.aetrust.com/business-portal?hsLang=en#investments)

[![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg "American Estate & Trust")](https://aetrust.com)

<https://www.facebook.com/people/American-Estate-Trust-AET/61576177315907/#> <https://www.linkedin.com/company/american-estate-and-trust> [mailto:support@aetrust.com](mailto:support@aetrust.com)

Copyright © 2025, American Estate & Trust