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COVERDELL ESA

Coverdell ESA providers

We have assembled this list of low-cost Coverdell Education Savings Accounts (ESA).

ESA SponsorCustodianAccount FeeMinimum ContributionAccount Type
Buffalo Funds U.S. Bancorp Fund Services None $250 Mutual Fund
Capital One ShareBuilder, Inc. Capital One ShareBuilder, Inc. None None Discount Brokerage
Charles Schwab & Co. Charles Schwab & Co. Inc. None $1,000 or $0 with a $100 per month automatic contribution Discount Brokerage
Cook & Bynum Fund U.S. Bank, NA None $1,000 Mutual Fund
E*Trade E*Trade Clearing LLC None if electing online statements None Discount Brokerage
Firstrade Apex Clearing Corporation None None Discount Brokerage
Gabelli Funds State Street Bank and Trust Company None $250 or $0 with a $100 per month automatic contribution Mutual Funds
Oakmark Funds State Street Bank and Trust Company $5 installation and $7/year $500 per fund Mutual Funds
Scottrade Scottrade, Inc. None $500 Discount Brokerage
TD Ameritrade TD Ameritrade Clearing, Inc. None $0 Discount Brokerage
TIAA-CREF State Street Bank and Trust Company None $2,000 Mutual Funds
TradeKing Apex Clearing Corporation None if electing online statements None Discount Brokerage
USAA Investment Management Company USAA Federal Savings Bank None $0 Mutual Funds & Discount Brokerage

To be included on this list, the annual maintenance cost charged by the ESA must be $10 or less. We also prefer, but do not require as a condition of being on this list, that the ESA have low minimum contribution requirements. If you know of an ESA that belongs on this list, please send us an email with the name of the ESA sponsor and a hyperlink to the application. Please note that ESAs sold through brokers are not included on this list. If you are working with a financial adviser, you should be receiving your recommendation through that adviser.