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How Can I Close My Stash Retire Account?

  1. Turn off Auto-Stash for your IRA account
  2. Sell all of the investments in your IRA account
  3. 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.

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