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
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 firstname.lastname@example.org.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.
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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.…
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