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.
Add a beneficiary to your Stash Invest account
Please fill out this form, have it notarized, and email it to support@stash.com
Add a beneficiary to your Stash Retire account
If you would like to add a beneficiary to your Stash Retire account, please fill out this form and email it to support@stash.com.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.
Related questions View all
-
Q. Invest While You Spend with the New Stash Banking
Beginning in fall 2022, Stash will be switching banking providers. This move will provide more autonomy for Stash in banking decisions, and will provide more benefits to customers. We will send you an email when it is your turn to open up a new Stash banking account,…
-
Q. Bill Pay and the New Stash Banking Account
Stash is starting the process of switching our banking provider. For more information on this change, check out this article—we are really excited about this change and the benefits it will bring to customers! As part of the change, Bill Pay services will not be available for Stash banking customers right away.…
-
Q. How can I tell if I need to open up a new Stash banking account?
If you aren’t sure if it is time to open your new Stash banking account1, follow these steps: Log into Stash. Tap or click Bank. Look at the card image at the top of the page. In the lower-right corner on the card image,…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question
