When will I be charged for my Stash plan?
Stash offers two billing plans: monthly or yearly. After you complete your free trial, we will automatically bill you every one-month or one-year anniversary on the day that you signed up for your account.
For example, if you sign up for Stash on April 9th, you’ll be billed every month on the 9th (monthly billing), or every year on April 9th (yearly). Your subscription is automatically renewed unless you cancel or change it, which you can do at any time.
If there are no promotional funds on your account, your first subscription payment is charged right after you link your payment method (debit card or external bank account). Follow these steps to check on the date of your next billing:
On the app
- Login to the Stash app.
- Tap your initials or profile photo (iOS) or hamburger icon (Android) in the upper-left corner.
- Tap Manage plan to view your billing frequency and next payment date.
On the web
- Login to the Stash website.
- Click your name in the upper-right corner.
- Click Manage plan to view your billing frequency and next payment date.
If you joined Stash recently, we may not refund any prepaid portion of the Stash Fee for the monthly billing period in which your Stash Account is closed. In such cases, you will retain access to Stash which includes the Financial Counseling Service (without the power to open a Personal Portfolio, Custodial Account, and/ or IRA, as applicable) through the end of the monthly billing period in which your account is closed. If applicable, please review the Advisory Agreement (Beta Group). ¹
¹Clients prepay the Stash Fee for a bundle of advisory services, which are provided by Stash upfront. Clients may continue to receive access to the Platform and certain advisory services under the Program even without opening a Stash Account or after a Stash Account has been closed. In the event of the closure of your Stash Account and/or cancellation of your Platform Tier Service, Stash will not refund any prepaid portion of the Stash Fee for the monthly billing period in which your Stash Account is closed and/or Platform Tier Service is canceled. In such case, Stash will continue to provide you with the Financial Counseling Service and you will retain access to the Platform and/or Program (without the power to open an Individual Account or otherwise effect brokerage transactions, as applicable) through the end of the monthly billing period in which your Stash Account is closed and/or Platform Tier Service is canceled.
If you pay your Stash Fee in advance annually, and you decide to either downgrade your subscription from Stash+ to Growth or modify your billing frequency from annual to monthly, then Stash will provide fee credits to your Stash Account in an amount that reflects the remaining prepaid portions of your Stash Fee for the remaining months in your annual billing period. If you cancel your subscription, then we will refund the prepaid portions of the Stash Fee for the remaining months in your annual billing period including any remaining fee credits, with the exception of the monthly billing period in which your Subscription is canceled.
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