I closed my account, how can I get tax information?
We’ll still notify you by email if you receive a tax document, even after your account is closed. It’ll contain a link to access your documents on our website. Log in with your same email address and password, and you’ll be able to download your tax documents.
If you can’t log in, or you’ve forgotten your password, you’ll have to reset your password.
Related questions View all Pricing
Q. 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).…97
Q. How Can I Close a Custodial Account?
In order to close a custodial account, please contact customer support at firstname.lastname@example.org.…6
Q. Are investors taxed on dividends?
Yes. Dividends are taxed as income. Which makes sense because they are money that you are making off of the money you have invested. If you have any questions regarding taxes within your Stash account, please reach out to a tax advisor or accountant.…12
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