When will my account statement be available?
We send out account statements to your email during the first week of the month. With that said, if your account has no activity for the previous month, a statement isn’t required and won’t be generated. You’ll still receive a quarterly statement regardless, which will break down account activity per month, even if there is no activity for a given month. Please note that bank or market holidays can delay the process.
You can also manually view and download statements using the following instructions.
To access Bank account statements:
- From the Home screen, tap Bank on the navigation bar located at the bottom of your screen.
- In the upper right corner, tap the Settings icon, which looks like a gear.
- Scroll down to View statements, then tap Bank account statements.
- Here you’ll see a list of all your available statements.
To access Invest portfolio statements:
- From the Home screen, tap your profile icon in the top left corner.
- Scroll down to Documents and tap Portfolio.
- From here, you can access portfolio statements, tax documents, and trade confirmations.
If you need some help accessing your statements, or if you have any further questions, you can reach Support here.
Bank Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa is a registered trademark of Visa International Service Association. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of the registered trade names are used by and refer to a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Green Dot is a registered trademark of Green Dot Corporation. (c) 2020 Green Dot Bank. All rights reserved. Investment products and services are not offered by Green Dot Bank and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.
Related questions View all Invest
Q. What are the fees for this account?
Nothing in addition to your monthly subscription fee! If you’re a Stash Growth or Stash+ customer, you automatically have access to Smart Portfolio and there are no additional fees for having one. DISCLOSURES A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.…
Q. How is this Smart Portfolio recommended for me?
The Smart Portfolio mix is selected to be best-suited to your risk profile. Staying invested is really important, and we know that you are more likely to stay the course if your portfolio offers you a comfortable balance of growth and volatility (or the most comfortable balance of reward versus risk over the long term).…
Q. Am I allowed to withdraw and deposit funds?
Absolutely! We encourage you to deposit funds on a regular basis, so that you can build a strong portfolio. In fact, that philosophy is a pillar of The Stash Way®. You can also withdraw whenever you want.…
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