Withdrawing from your Retirement Portfolio
You can either make a partial withdrawal from your Retirement portfolio (IRA), or you can close it completely.
Important Note: The minimum age to withdraw money from an IRA is 59 ½ years old. If you withdraw funds from your Retire Portfolio before age 59 ½, you may be subject to tax penalties from the IRS.
Need to close your IRA completely? Check out this article.
Making a withdrawal from your IRA:
Withdrawal requests for your IRA can only be made from the web (not from the app). If you are unable to complete your withdrawal from the web, please contact us at 800-205-5164 from 8:00 a.m.-8:00 p.m. ET Monday-Friday, and from 10:00 a.m.-6:30 p.m. ET Saturday and Sunday, or email us at support@stash.com.
Follow these steps to make a withdrawal from your IRA:
- Link your external bank account. Get help linking your bank account here
- Sell a portion of your investments held in your IRA (or all of your investments if you want to close your IRA), then wait up to three business days for the sales to settle. Find out how to sell an investment here
- Wait up to an additional five business days for any recent deposits on hold to become available to withdraw.
- After the deposits are available to withdraw, click here from the web to be taken to your Stash account to begin the withdrawal process. Your money will be sent to your linked bank account within three business days.
Important Note: Closing your IRA will not close your subscription. Get help closing your subscription
Related questions View all Retire
-
Q. Everything you Need to Know about Dividends
A dividend is a payment to a shareholder when a company shares its profits. The amount of dividends you receive will be proportional to the amount of stock you own in that company. Dividends are usually paid in cash (not additional stock),…
-
Q. Why am I receiving an authentication code from Stash and how do I stop it?
Keeping your information secure is our top priority. Two-factor authentication (2FA) will send a confirmation code as a text/SMS message, email, or phone call. This helps protect your Stash account by requiring a security code in addition to your password when you log in. …
-
Q. Managing Your Stock-Back® Debit Card
Stash makes managing your Stock-Back® Debit Mastercard® easy. You can order a new card, activate your card, How can I order a new card? You can easily order a replacement Stock-Back® Card1 24/7 right from your Stash account.…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question