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
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Q. Will I be given tax documentation?
Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile. *Before we begin, please address specific questions on taxes to a tax professional. Nothing written in this article should be construed as investment,…
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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).…
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Q. How Can I Close a Custodial Account?
In order to close a custodial account, please contact customer support at support@stash.com.…
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