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How Do I Opt In to or Out of Securities Lending?

Eligibility and Opt In To Securities Lending

If you signed up with Stash after August 2018 , you are automatically opted in to the Securities Lending program, when you have more than $50 in your personal brokerage account. If you signed up for Stash prior to August 2018, you will need to opt in via the app.

To Opt in Via the App:

  1. Navigate to the portfolio (ex. Invest or Retire) for the account you want to opt in to securities lending
  2. Tap the gear in the top right corner of the app
  3. Select “Securities Lending Program” under the “Manage Account” section
  4. Agree to the terms

Opting Out Of Securities Lending

Please contact customer support at support@stashinvest.com or email securitieslending@stashinvest.com.

Please note, you may still get notifications of payments after the date at which you have opted out.

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