Roth IRA, Coverdell Education IRA & IRA Share Rates
Roth IRA
Minimum**
Dividend Rate
APY*
$100 – $4,999.99
0.05%
0.05%
$5,000 – $9,999.99
0.07%
0.07%
$10,000 – $24,999.99
0.10%
0.10%
$25,000 – $99,999.99
0.50%
0.50%
$100,000 and over
1.00%
1.00%
Coverdell Education Savings
Minimum**
Dividend Rate
APY*
$100 – $4,999.99
0.05%
0.05%
$5,000 – $9,999.99
0.07%
0.07%
$10,000 – $24,999.99
0.10%
0.10%
$25,000 – $99,999.99
0.50%
0.50%
$100,000 and over
1.00%
1.00%
IRA Share
Minimum**
Dividend Rate
APY*
$100 – $4,999.99
0.05%
0.05%
$5,000 – $9,999.99
0.07%
0.07%
$10,000 – $24,999.99
0.10%
0.10%
$25,000 – $99,999.99
0.50%
0.50%
$100,000 and over
1.00%
1.00%
*Annual Percentage Yield. The dividend rate and APY are set forth above. APY is effective as of July 1, 2022. 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.
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