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How Do I cancel My Stash Subscription?

Just like everything else at Stash, we’ve made the process of canceling your subscription and closing your account as easy and painless as possible. Here’s how to do it. 

Please note that you can only close your account on the web, as this feature is not yet supported in the app.  You can do this at any time.  

Steps to close your Stash Beginner subscription 

Steps to close your Stash Growth subscription

Steps to close your Stash+ subscription

A few things to keep in mind:

  • Custodial accounts: If you are looking to close just a portion of your subscription (i.e. Stash Bank, Stash Invest, custodial accounts), you’ll need some help. Please reach out to Stash Support.
  • Stash Fee refund: If you joined recently, Stash may not refund any prepaid portion of the Stash Fee for the monthly billing period in which your Stash Account is closed. In such cases, you will retain access to Stash which includes the Financial Counseling Service (without the power to open a Personal Portfolio, Custodial Account, and/ or IRA, as applicable) through the end of the monthly billing period in which your account is closed.  If applicable, please review the Advisory Agreement (Beta Group). ¹

Please don’t hesitate to contact us if you have any questions. Thank you for using Stash! 

 


DISCLOSURES

Clients prepay the Stash Fee for a bundle of advisory services, which are provided by Stash upfront. Clients may continue to receive access to the Platform and certain advisory services under the Program even without opening a Stash Account or after a Stash Account has been closed. In the event of the closure of your Stash Account and/or cancellation of your Platform Tier Service, Stash will not refund any prepaid portion of the Stash Fee for the monthly billing period in which your Stash Account is closed and/or Platform Tier Service is canceled. In such case, Stash will continue to provide you with the Financial Counseling Service and you will retain access to the Platform and/or Program (without the power to open an Individual Account or otherwise effect brokerage transactions, as applicable) through the end of the monthly billing period in which your Stash Account is closed and/or Platform Tier Service is canceled. If you are permitted by Stash and elect to prepay your Stash Fee in advance annually, Stash shall refund the prepaid portions of the Stash Fee for the remaining months in your annual billing period, with the exception of the monthly billing period in which your Stash Account is closed and/or Platform Tier Service is canceled.

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