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Fees & Taxes

  • What are the fees associated with Invest ?
  • What are the fees associated with Save?
  • What are Fund-Level Fees ?
  • Do I have to pay taxes on my investment returns on Save & Invest portfolios?
  • Does my payout get taxed?
  • I have multiple tax residencies. How do I get taxed?
  • Do you charge a fee if I Cash Out funds from my Versa account?
  • Do you charge a fee if I switch ?
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