Stash Banking: Account Setup Checklist
We’ve changed banking partners to Stride Bank, N.A.—an exciting step that comes with enhanced benefits for you.
Not sure if your new banking experience is fully set up? We’ve got you. Use the checklist below to ensure you’ve unlocked all your new benefits.1
1. Find your new account, routing, and Stock-Back® Card numbers
- Your Stash banking account and routing numbers have changed. Take note of your new account information so you can set up direct deposit and link your account to another bank.
- Your Stock-Back® Card number has changed too. If you have your old card in your digital wallet, you’ll need to remove that card, then add your new Stock-Back® Card to your digital wallet.
2. Set up direct deposit
- Set up direct deposit with your new account and routing numbers, so you can get paid up to two days early.3
3. Create new Goals
- While the cash from your previous Goals has been moved over to your new banking account, your Goals won’t carry over. You can create up to 5 Goals to help you budget and save for the long term.
4. Set up auto-add cash
- You can automatically add cash to your Available Cash to spend or invest on a regular basis—weekly, biweekly, or monthly.
- Learn how to set up auto-add cash
5. Adjust automatic payments
- If you used your Stash banking account for automatic payments (like utilities, gym memberships, etc.) or linked your account to another bank, you’ll need to get those connected again with your new account and routing numbers. For questions around that process, contact your external bank or merchant(s).
Please note: If you used Bill Pay previously, this will no longer be supported. Please make other arrangements to pay your bill.
Related questions View all Bank Account
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Q. Making a Deposit into Your Stash Banking Account
In a time crunch to pay your bills, or need to use your Stock-BackⓇ Card1 to make that purchase soon? Here are some ways to add money to your Stash banking account.1 Click below to jump ahead: Make a transfer to your Stash banking account from within your Stash account. …
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Q. Stash Banking Benefits
Your Stash banking account comes packed with features that will help you invest in yourself. You’ll earn Stock-Back® rewards with every purchase, and you’ll also enjoy access to benefits provided by Mastercard®.1 We’ve highlighted some of the benefits below. …
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Q. Withdrawing from your Retirement Portfolio
You can either make a partial withdrawal from your Retirement portfolio (IRA), or you can close it completely. Important Note: The minimum age to withdraw money from an IRA is 59 ½ years old. If you withdraw funds from your Retire Portfolio before age 59 ½,…
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