There are a number of reasons why we may have transferred money from your external bank account to Stash. We’ll go over a few of the most common scenarios below.

• You initiated a manual transfer, such as a purchase with a transfer, a manual transfer to your Stash banking account, or a transfer to your Portfolio cash.
• You have automatic transfers set up, such as Recurring Transfers, Set Schedule, Smart Stash, or Round-ups.
• Your monthly or yearly Stash subscription fee was charged to your externally linked bank account.

To see why a specific transfer was made in your Bank account¹:

• Navigate to your Account page by tapping your profile icon, located in the top left corner of the Home screen.
• Scroll down to the section titled View activity, then tap Bank account.
• Here you’ll see a record of every transfer from your externally linked bank account, including the amount, date, and type. You can download these records as a separate PDF document to review.

To see why a specific transfer was made in your Invest portfolio:

• Navigate to your Account page by tapping your profile icon, located in the top left corner of the Home screen.
• Scroll down to the section titled View activity, then tap Portfolio.
• Select whether you’d like to see activity for your Personal portfolio, your Retirement portfolio, or a Custodial portfolio.
• Here you’ll see a record of every transfer from your externally linked bank account, including the amount, date, and type. You can download these records as a separate PDF document to review.

If you see something in your account history that doesn’t match any of these scenarios, we’re here to help. You can contact Support here and they’ll be glad to answer all your questions. Please note they may need to request specific information depending on the circumstances.

DISCLOSURES

¹Bank Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc.  Visa is a registered trademark of Visa International Service Association. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank.  All of the registered trade names are used by and refer to a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage.  Green Dot is a registered trademark of Green Dot Corporation. (c) 2020 Green Dot Bank. All rights reserved. Investment products and services are not offered by Green Dot Bank and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.