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Why are you removing the $1 Beginner tier?

In order to continue building a better app experience, with improved features and enhanced benefits, our $1/month Stash Beginner plan will no longer be available as of August 1. If you’re currently on the $1/month Beginner plan you’ll automatically be rolled over to the $3/month Stash Growth plan beginning on your August billing cycle. 

For more information on what is included in each plan, check out this page.
 

Why are we making this change? 

  • As part of The Stash Way®, we want to make sure that all of our customers have access to both our individual retirement accounts (IRAs) and our Smart Portfolio (in a Smart Portfolio, our team of investment experts oversees the selection and allocation of your Smart Mix – learn more about Smart Portfolios here). Having access to these accounts will help you more easily reach your investing goals. 
    • You will keep the Personal Invest account that you currently have in your Beginner subscription. 

Do I have to take any action to make the change as a customer? 

  • No action is required from you. You will be defaulted to the $3/month Growth subscription plan on August 1st, with the option of upgrading to the $9/month Stash+ plan. 
  • If you do not take action, you’ll automatically be placed on the $3/month Growth plan. 

Is this change effective immediately or is there a transition period? 

  • You will be given a 30 day notice in advance of the change going into effect. After the 30 day period has passed, your subscription will be automatically upgraded. 

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