What happens to my account if Stash goes out of business?
We have every intention of sticking around for the long term. However, if anything happens to Stash that required us to close up shop, you would maintain control of your account.
No matter what, your investments are always yours. All Stash accounts are held by our trusted partner and custodian Apex Clearing, a registered broker-dealer regulated by FINRA.
All investments held by Apex are protected by the Securities Investor Protection Corporation (SIPC).
Stash Invest, Retire, and Custodial accounts are in the custody of Apex Clearing Corporation which is SIPC-protected up to $500,000 total, including $250,000 in cash balances. This protects against losses resulting from the failure of a broker-dealer. The $500,000 amount is standard for investment companies.
Please note: Investments are not FDIC insured, not bank guaranteed, and may lose value. SIPC protection does not insure against the potential loss of market value.
Related questions View all Getting Started
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Q. When will my trades get executed in my Smart portfolio?
Once your money has completed the transfer and arrived in your account, we’ll execute your trades. Typically, this takes 1-2 business days. Please note that a business day is Monday through Friday, excluding weekends and US market holidays. DISCLOSURES This type of account is a Discretionary Managed Account.…
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Q. Once I deposit money into my Smart portfolios, do I need to do anything?
Nope! We’ll handle the rest—this is smart investing, after all. You might want to consider investing (depositing money) regularly, though. That way your investments can grow through the magic of compound interest. DISCLOSURES This type of account is a Discretionary Managed Account.…
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Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…
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