Why does Stash need my social security number?
There are two main reasons we need your Social Security number:
- The Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person opening an account.
- Stash issues all clients a tax reporting form at the end of the year and we need your SSN to do this.
Your Social Security number is only used to verify your identity. Stash does not perform a credit check.
Related questions View all Getting Started
Q. How do I cancel, stop, or modify a transfer?
If you’d like to cancel a transfer of any kind, don’t fear—it’s a very simple process. We’ve outlined the steps you’ll need to take below depending on the type of transfer you’d like to cancel, stop, or modify. Please keep in mind that we can only cancel transfers marked as “pending,” so you’ll want to take action before the transfer clears.…2
Q. How do I remove contributions or transfer or withdraw money from my retirement account?
Please note you may be charged penalties for transferring money out of your retirement portfolio early. Any penalties come from the IRS. For any specific questions, reach out to a tax professional. This will not cancel your subscription. If you want to transfer invested money out of your retirement portfolio,…0
Q. What are Mergers and Acquisitions (M&As)?
Mergers & Acquisitions (M&A) occur when companies expand, combine, or break apart in order to improve their core business(es). There are two parties in an M&A deal: The acquirer, the company purchasing another company, and the acquiree, the company being purchased and acquired.…2
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