Coverdell ESA providers

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

ESA Sponsor Custodian Account Fee Minimum Contribution Account Type
Buffalo Funds U.S. Bancorp Fund Services None $100 initial contribution Mutual Fund
Charles Schwab & Co. Charles Schwab & Co. Inc. None None Discount Brokerage
E*Trade E*Trade Clearing LLC None if electing online statements None Discount Brokerage
TD Ameritrade TD Ameritrade Clearing, Inc. None $0 Discount Brokerage
Thrivent Mutual Funds Thrivent Trust $15, waived $1,000 or $0 with a $50 per month automatic contribution Mutual Fund

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.


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