Am I ready to open a Retire account?
Everyone’s circumstances are different, so it’s hard to say when it’s the right time for you to open your Stash Retire account. Keep in mind that a Retire account is meant to invest for your future, which means you should probably plan on waiting until you’re at least 59.5 before you withdraw the money saved in this account. If you take money out of your IRA early, or close your account, you may face penalties and/or fees from the IRS.
Want to take a deeper dive? Here’s why some people are choosing to open a Stash Retire account.
If you do decide to open a Retire account, you should know that we offer two types of accounts, a Roth IRA and a Traditional IRA. When you’re opening your account, we’ll ask you some questions to help you figure out which is right for you.
We always recommend speaking to an accountant or tax professional to figure out which type of account will give you the best benefits for your circumstances.
Stash does not monitor whether a customer is eligible for a particular type of IRA, or a tax deduction, or if a reduced contribution limit applies to a customer. These are based on a customer’s individual circumstances. You should consult with a tax advisor.
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Q. How do I lock my Stash Stock-Back Card?
Misplaced your wallet and worried that fraudsters have it? Don’t panic—Stash offers the ability to lock and unlock your Stock-Back Card¹ (your debit card). You can keep looking for your card without worrying about unauthorized transactions. Locking is easy—here’s how: In the app: Open Stash.…1
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.…3
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.…3
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