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, as applicable to you, following the date in which your Stash account is closed or your subscription plan is canceled. The number of days used in each respective billing period used when calculating your refund is based on an annual period of 360 days and a monthly period of 30 days.
For more information, please see our Payment Terms and Conditions
DISCLOSURES
The Stash Monthly Wrap Fee starts at $1/ month. You’ll also bear the standard fees and expenses reflected in the pricing of the ETFs in your account, plus fees for various ancillary services charged by Stash and the Custodian.
Please see the Advisory Agreement for details. Other fees apply to the bank account. Please see the Deposit Account Agreement.
Related questions View all Plans
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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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Q. How do I close my Stash Growth subscription?
We will be sorry to see you go! You can start your cancel request at any time online at Stash.com. See below to get started—note that currently, you can only make your cancel request online at this time. Steps for canceling Stash Growth subscription: Log into Stash.com.…
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Q. How do I close my Stash Beginner subscription?
We’ll be sorry to see you go! You can close your subscription at any time online at Stash.com. See below to get started—note that currently, you can only make your close request online at this time. Steps for canceling Stash Beginner subscription: Log into Stash.com Click your name Click Subscription Click Close my Stash for good at the bottom of the page At this point,…
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