Can I rollover money from an old IRA into Stash Retire?
We’re not able to rollover other IRAs into Stash Retire at this time, but we’re planning on offering this in the future. Stay tuned for updates on this.
Related questions View all Retire
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Q. How are refunds calculated if I close my Stash account or cancel my subscription plan?
In the event you close your Stash account or cancel your Stash subscription plan, Stash will refund any and all pre-paid portions of your Stash subscription fee in accordance with the terms of your Advisory Agreement. Refunded portions of pre-paid fees will be calculated starting from your billing date and then based upon the number of days remaining in your monthly billing period or annual billing period,…
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Q. How do I lock my Stash Stock-Back Card?
Misplaced your wallet and worried that fraudsters have it? Don’t panic—Stash offers the ability to lock and unlock your Stock-Back Card¹ (your debit card). You can keep looking for your card without worrying about unauthorized transactions. Locking is easy—here’s how: In the app: Open Stash.…
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Q. How do I cancel my Stash+ subscription?
Canceling your Stash+ is easy and can be done from the web. We don’t currently support canceling your subscription in the app. Here’s how to do it: Navigate to your Manage account page and log into your account. Here you’ll see options to close your Personal portfolio and your Retirement portfolio.…
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