Roth IRA, Coverdell Education IRA & IRA Share Rates

Roth IRA 


Minimum**

Dividend Rate

APY*

$100 - $4,999.99 0.25% 0.25%
$5,000 - $9,999.99 0.50% 0.50%
$10,000 - $24,999.99 1.50% 1.50%
$25,000 - $99,999.99 2.00% 2.00%
$100,000 and over  2.35% 2.35%

 

Coverdell Education Savings

Minimum**

Dividend Rate

APY*

$100 - $4,999.99 0.25% 0.25%
$5,000 - $9,999.99 0.50% 0.50%
$10,000 - $24,999.99 1.50% 1.50%
$25,000 - $99,999.99 2.00% 2.00%

$100,000 and over

2.35%

2.35%

 

IRA Share


Minimum**

Dividend Rate

APY*

$100 - $4,999.99 0.25% 0.25%
$5,000 - $9,999.99 0.50% 0.50%
$10,000 - $24,999.99 1.50% 1.51%
$25,000 - $99,999.99   2.00%   2.02%
$100,000 and over  2.35% 2.38%

 

*Annual Percentage Yield. The dividend rate and APY are set forth above. APY is effective as of January 1, 2019. Rates are subject to change daily. The dividend rate and APY are fixed and will be in effect for the term of the account. Fees may reduce any earnings on the account. Penalty may be imposed for early withdrawal.

**Dividends are compounded monthly.

Rates subject to change without notice.