How do I add a beneficiary to my account?
While you cannot share an account with someone, you can designate a beneficiary on your account. This will allow them to claim ownership of the account in the event that you are deceased. Both the beneficiary form for your Stash Retire and your Stash Invest account will require your account number. For directions on how to find your account number.
Add a beneficiary to your Stash Invest account
Please fill out this form, have it notarized, and email it to firstname.lastname@example.org
Add a beneficiary to your Stash Retire account
Fill out this form and email it to email@example.com.
Related questions View all Getting Started
Q. Making a Deposit into Your Stash Banking Account
In a time crunch to pay your bills, or need to use your Stock-BackⓇ Card1 to make that purchase soon? Here are some ways to add money to your Stash banking account.1 Click below to jump ahead: Make a transfer to your Stash banking account from within your Stash account. …
Q. Stash Banking Benefits
Your Stash banking account comes packed with features that will help you invest in yourself. You’ll earn Stock-Back® rewards with every purchase, and you’ll also enjoy access to benefits provided by Mastercard®.1 We’ve highlighted some of the benefits below. …
Q. Withdrawing from your Retirement Portfolio
You can either make a partial withdrawal from your Retirement portfolio (IRA), or you can close it completely. Important Note: The minimum age to withdraw money from an IRA is 59 ½ years old. If you withdraw funds from your Retire Portfolio before age 59 ½,…
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