Why does Stash need my social security number?
Stash takes safeguarding your personal information very seriously—we use it only for identification purposes, and we never perform credit checks. As a financial service institution, we’re required by law to obtain, verify, and record identification information. In addition, your social security number is needed to prepare an annual tax reporting form for you. If you have any questions about the measures we take to secure your personal information, feel free to contact us.
Related questions View all Getting Started
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Q. TurboTax Direct Import
Great news – if you are using TurboTax to file your taxes this year, TurboTax will allow you to log in with your Stash account number and Social Security Number, and directly import your tax documents into TurboTax! No more downloading your tax documentation and manually uploading them.…
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Q. A Letter from the Stash Investment Team: Adding Crypto to Smart Portfolios
Today Stash is excited to introduce Smart Portfolio with cryptocurrency exposure, an essential part of a future-proofed portfolio.Stash was founded to empower everyday Americans to build wealth. That’s why, since day one, we’ve committed to being a registered investment advisor. We serve our customers’ best interests,…
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Q. What Tax Forms Does Stash Send?
You will receive an email when your tax forms become available. The email will come from taxnotifications@apexfintechdocuments.com. You can access historical documents year round in the Tax Documents section of Account Management. Stash will make your relevant tax documents available online on or before February 15,…
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