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. 

• You can also close your subscription at any time if you choose to (check out this article for more information on closing your subscription).

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.