Yes, you will need to add a beneficiary to your Stash Retire account, even if you already have one for a Stash Invest account. Adding a beneficiary for your Invest account does not add a beneficiary to your Retire account. 

Note: You can name the same person as the beneficiary of both accounts.

How do I add a beneficiary for my Stash Retire account?

Follow these steps to add a beneficiary to your Stash Retie account:

1. Download and complete the Stash Retire beneficiary form, including your Stash Retire account number. 
2. Send the completed form to support@stash.com with the subject line: Stash Retire Beneficiary Form.  

How do I find my Stash Retire account number?

Follow these steps to find your Stash Retire account number:

On the app:

1. Login to the Stash app. 
2. Tap your initials (iOS) or hamburger icon (Android) in the upper-left corner. 
3. Scroll down to the Documents section, then tap Portfolio.
4. Scroll down to the Retirement Portfolio section, then tap Portfolio Statements. 
5. Tap on one of the months shown to open a PDF of your statement. Your account number is in the upper-left corner under the date. Your account number is a series of letters and numbers. 

On the web: 

1. Login to Stash website. 
2. Click your name in the upper-right corner. 
3. Click Statements & tax documents. 
4. Scroll down to the Retirement Portfolio section, then click Account Statements. 
5. Click the Download button next to one of the months shown
6. Open the PDF. Your account number is in the upper-left corner under the date. Your account number is a series of letters and numbers.