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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 pass away. Both the beneficiary form for your Stash Retire and your Stash Invest account will require your account number. Follow this link for directions on how to find your account number.

Add a beneficiary to your Stash Invest Portfolio:

Fill out this form, have it notarized, and email it to

Add a beneficiary to your Stash Retire Portfolio:

Fill out this form and email it to

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