Why Am I Being Asked to Provide a Trusted Contact?
We at Stash are legally required to ask you whether or not you would like to add a Trusted Contact for your account(s). Adding a Trusted Contact is NOT required. If you should choose to add one, anyone you trust who is 18 or older is eligible.
Note: Your Trusted Contact does not need to be the same as your account beneficiary.
Stash will only contact your Trusted Contact if we have reason to believe there is possible financial exploitation occurring in your account. This information will be used to confirm the specifics of your contact information, health status, or identity of legal guardian, executor, or holder of power of attorney. Your Trusted Contact will not have access to other account information.
A Trusted Contact can be added, modified, or removed from your account at any time by contacting us.
- Phone: 800-205-5164 from 8:00 a.m.-8:00 p.m. ET Monday-Friday
- Email: support@stash.com
Related questions View all Setting up Your Stash Account
-
Q. IRA Close or Withdrawal State IRA Withholding Requirements
Traditional IRA required state withholdings. If you’re requesting to make a partial withdrawal from your Traditional Individual Retirement Account (IRA), or to close it completely, you’ll need to fill out a withdrawal form before the account can be closed. On this form,…
-
Q. Quick Start Your Stash – 2024 New Depositor Promotion
Looking to take control of your finances in 2024? If you’re a new customer or have not yet made a deposit into your Stash account prior to 01/01/24, you can earn up to $10. To earn the first $5 promo, deposit at least $5 into your Personal or Smart Portfolio by 4/30/24.…
-
Q. Everything you Need to Know about Dividends
A dividend is a payment to a shareholder when a company shares its profits. The amount of dividends you receive will be proportional to the amount of stock you own in that company. Dividends are usually paid in cash (not additional stock),…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question
