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 Getting Started
-
Q. I Didn’t Transition my Stash Banking Account, Now What?
Stash has begun the process of closing all banking accounts that were managed by our old banking partner in order to provide a new banking experience for our customers. Stash banking accounts will now be managed by Stride Bank, N.A. All banking accounts managed by our old banking partner will be inaccessible on and after January 11.…
-
Q. Freeriding: Definition, Examples and Penalties
What’s freeriding? Freeriding happens when someone buys a security with unsettled funds in the account and subsequently sells the security before fully paying for it. Please note that securities freeriding is a violation of the Federal Reserve Board’s Regulation T. Freeriding example 1: Alan has $0 cash available to trade.On Tuesday morning,…
-
Q. Stash Banking: Account Setup Checklist
We’ve changed banking partners to Stride Bank, N.A.—an exciting step that comes with enhanced benefits for you. Not sure if your new banking experience is fully set up? We’ve got you. Use this checklist to ensure you’ve unlocked all your new benefits.…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question