Stash’s plans each have their own varying subscription fee based on the offerings included in each plan, and you can choose to pay monthly or yearly. 

• Visit our Pricing Page to see our available options.¹

We collect subscription fees once a month, or once a year, based on your frequency preferences, around the date when you first opened your account. You’ll always be charged the same fee, unless you upgrade or downgrade your subscription, which you can do at any time, or if our subscription offerings change. Your subscription is automatically renewed unless you cancel or change it, which you can do at any time. 

Want to learn more about our subscription plan fees? We’ve got you covered. You can also check out our list of Ancillary Fees.

DISCLOSURES

¹Clients prepay the Stash Fee for a bundle of advisory services, which are provided by Stash upfront. Clients may continue to receive access to the Platform and certain advisory services under the Program even without opening a Stash Account or after a Stash Account has been closed. In the event of the closure of your Stash Account and/or cancellation of your Platform Tier Service, Stash will not refund any prepaid portion of the Stash Fee for the monthly billing period in which your Stash Account is closed and/or Platform Tier Service is canceled. In such case, Stash will continue to provide you with the Financial Counseling Service and you will retain access to the Platform and/or Program (without the power to open an Individual Account or otherwise effect brokerage transactions, as applicable) through the end of the monthly billing period in which your Stash Account is closed and/or Platform Tier Service is canceled. 

If you pay your Stash Fee in advance annually, and you decide to either downgrade your subscription from Stash+  to Starter or modify your billing frequency from annual to monthly, then Stash will provide fee credits to your Stash Account in an amount that reflects the remaining prepaid portions of your Stash Fee for the remaining months in your annual billing period. If you cancel your subscription, then we will refund the prepaid portions of the Stash Fee for the remaining months in your annual billing period including any remaining fee credits, with the exception of the monthly billing period in which your Subscription is canceled.

See annual price T&Cs here.

1.  Subscription plans and pricing subject to change ↩︎