Do I need a separate beneficiary for my retire account?
Yes, you will need to designate a beneficiary to your Stash Retire account (even if you already have one for a Stash Invest account).
You can name the same person as the beneficiary of both accounts.
How do I add a beneficiary for my Stash Retire account?
You’ll need to:
- Download and complete the Stash Retire beneficiary form including Stash Retire account number
- Send the completed form to Stash Support by email
How do I find my Stash Retire account number?
First, double-check that you’re in your Stash Retire account. Then:
- Navigate to Account
- Select Bank account
- Scroll down to the bottom
Your account number will be a series of digits and letters, beginning with a 7 or 8.
Related questions View all Retire
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Q. Why Am I Still Receiving Statements?
We at Stash are legally required to send our clients statements for their account(s) in any month in which there was any activity or funds in the account. If you believe you should not have received a statement, log back into your account to see if your accounts are fully closed and… If you are fully closed with no funds in any of your account(s): Since your account is now fully closed and unfunded this would be your final statement.…
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Q. Trying to Link your Stash with TD Bank?
As of April 25th, 2022, at 12:01a.m. ET, TD Bank implemented a change that requires all institutions, including Stash, to re-link once every 90 days if you linked your account via the Instant Link option using Plaid. What this means for Stash customers who are linked to a TD Bank account: This will not impact any deposits you make from your account,…
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Q. Why did you sell part of my investments to cover my monthly subscription fee?
The way we initially attempt to charge the fee differs. We’ll try to pull from your Portfolio cash, linked debit/credit card, or Stash Banking1 balance first. If that doesn’t work, then we’ll sell a portion of your holdings in your Personal Invest Portfolio to cover the fee.…
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