Can I link a custodial portfolio to a different external bank account than my Stash investment and retirement portfolios?
At this time, you can only link one external bank account to Stash. The external bank account you use for custodial portfolios will need to be the same as the one you use for your Invest and Retire portfolios.
If you’d like to learn more about changing your linked external bank account, click here.
Related questions View all Custodial
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Q. Why can’t I add more investments to my Set Schedule?
You may have reached the Set Schedule investments limit. Stash has a limit of 500 Set Schedule allocations for all Stashers to avoid an error that could put your Set Schedules at risk of not executing. To add new investments to Set Schedule,…
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Q. What’s Plaid?
Plaid is a technology that allows for people to connect their financial accounts to a mobile application. It makes it possible for your external bank and Stash to talk to one another. When you link Stash to your external bank, Plaid encrypts your bank information,…
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Q. How do I opt out of Plaid?
You can easily opt out of Plaid in the app. Here’s how to get started: From the Home screen, tap your account icon in the top left corner Tap on Personalization & Data below Privacy & Legal Tap Opt-out of transaction data sharing at the bottom of the screen …
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