If I’m not a US Citizen, can I use Stash?
Stash is open to US Citizens and legal residents of the United States with an accompanying green card or certain valid visas.
We accept the following valid visa types: E1, E2, E3, F1, H1B, L1, O1, or TN1.
We cannot accommodate people with visas not mentioned in the above list.
If you are an existing Stash account holder on one of the following visa types (B1, C1, H2B, H3, or K1), you may continue to use that account. Thereafter you will be unable to open additional accounts due to changes to eligible visa types.
Why does Stash require a Social Security number?
To use Stash you must have a Social Security number. We need this for two reasons:
- The Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person opening an account.
- Stash issues all clients a tax reporting form at the end of the year and we need your SSN to do this.
Can I use Stash if I am a DACA recipient?
Unfortunately, we’re not able to open accounts for people who are DACA recipients.
This is because a grant of deferred action does not confer legal immigration status in the U.S. and DACA recipients are not considered U.S. citizen or U.S Permanent Residents.
Related questions View all Getting Started
Q. When will my trades get executed in my Smart portfolio?
Once your money has completed the transfer and arrived in your account, we’ll execute your trades. Typically, this takes 1-2 business days. Please note that a business day is Monday through Friday, excluding weekends and US market holidays. DISCLOSURES This type of account is a Discretionary Managed Account.…1
Q. Once I deposit money into my Smart portfolios, do I need to do anything?
Nope! We’ll handle the rest—this is smart investing, after all. You might want to consider investing (depositing money) regularly, though. That way your investments can grow through the magic of compound interest. DISCLOSURES This type of account is a Discretionary Managed Account.…0
Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…1
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