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How do I Close my Crypto Account?

Want to opt out of crypto in your Smart Portfolio? Email us at to request an opt out. Opt outs may take up to 30 days fully process. 

Looking to close your crypto account completely? You’ll have to close your Personal Invest Portfolio1

If you don’t want to close your Personal Invest Portfolio, you can sell all of your cryptocurrency holdings (check out this article for how to do that). Once you sell all of your coins, your crypto account will be empty, and your sale proceeds will be available in your Cash to Invest (within your Personal Invest Portfolio). You can then use those funds to purchase stocks or ETF investments in your Personal Invest Portfolio; or, you can transfer your Cash to Invest to your Stash Banking account or your external bank account. 



1Your cash and securities are held in your brokerage account at Apex Clearing, and your cryptocurrencies are held in your crypto account at Apex Crypto. 


Cryptocurrency trading and execution services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software license agreement between Apex Crypto LLC and Stash Financial, Inc.  Apex Crypto is not a registered broker-dealer or a member of SIPC or FINRA and is licensed to engage in virtual currency business activity by the New York State Department. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Advisory products and services are offered through Stash Investments LLC, an SEC registered investment adviser. Cryptocurrency is a highly volatile investment; please ensure that you fully understand the risks involved before trading crypto. Visit


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