How Can I Close My Stash Retire Account?
- Turn off Auto-Stash for your IRA account
- Sell all of the investments in your IRA account
- Make sure your external bank is linked
***You will not be able to move forward with the process until your investments have settled (up to 3 business days). Please also wait for any recent deposits to be available to withdraw (up to 6 business days).
Once the sales have settled:
- If you are looking to withdraw a portion of your funds, please make sure you are logged in to web and then navigate to https://app.stash.com/withdrawals/new
- If you are looking to close your IRA, please make sure you are logged in to web and then navigate to https://app.stash.com/manage-account
- Once you complete this form, your money will be sent back to the bank account on file in about 2-4 business days
*Please Note: If you withdraw from your Retire account before the age of retirement, you may be charged a penalty fee from the IRS. Please review the IRS website for additional information. This is not tax advice. Please consult with a tax professional for additional questions. This will not cancel your Stash subscription.
Related questions View all Retire
Q. Can I have two Stash accounts?
Not at this time, sorry. Stash only allows one subscription per person. …1
Q. How do you charge the subscription fee?
The way we charge the fee differs depending on how much money you have invested in your Stash Invest account. If you have more than $5,000 in your personal portfolio, here’s how it works: First, we’ll try to charge your subscription fee to your Portfolio Cash.…0
Q. How do I remove contributions or transfer or withdraw money from my retirement account?
Please note you may be charged penalties for transferring money out of your retirement portfolio early. Any penalties come from the IRS. For any specific questions, reach out to a tax professional. This will not cancel your subscription. If you want to transfer invested money out of your retirement portfolio,…0
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