There are no fees to close your CUSP Wealth account — no penalties, no hidden costs. However, before requesting closure, sell your investments and withdraw any remaining funds. Standard withdrawal fees ($5 per transaction) still apply.
1. Account Closure Fees
There are no fees to close your CUSP Wealth account. The entire process is free of charge.
You won’t be charged for submitting a closure request.
There are no penalties or hidden costs for ending your relationship with CUSP.
2. What to Keep in Mind?
While closing your account is free, you should:
Sell your investments before requesting closure.
Withdraw any remaining funds to your bank account.
Be aware that standard withdrawal fees ($5 per transaction) still apply when transferring your balance out.