What is a ‘capital gain’?
It’s pretty much what it sounds like: an increase in the value of your investment.
If you sell an investment that has gained in value, that’s a capital gain. You’ve made a profit and are subject to federal capital gains taxes within your taxable brokerage account.
However, investments can also lose value. This is known as a capital loss and is claimable when the loss is realized (AKA when the investment is sold).
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Q. Why can’t I add more investments to my Set Schedule?
You may have reached the Set Schedule investments limit. Stash has a limit of 500 Set Schedule allocations for all Stashers to avoid an error that could put your Set Schedules at risk of not executing. To add new investments to Set Schedule,…
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Q. What’s Plaid?
Plaid is a technology that allows for people to connect their financial accounts to a mobile application. It makes it possible for your external bank and Stash to talk to one another. When you link Stash to your external bank, Plaid encrypts your bank information,…
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Q. How do I opt out of Plaid?
You can easily opt out of Plaid in the app. Here’s how to get started: From the Home screen, tap your account icon in the top left corner Tap on Personalization & Data below Privacy & Legal Tap Opt-out of transaction data sharing at the bottom of the screen …
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