Q. How do I add a beneficiary to my account?
While you cannot share an account with someone, you can designate a beneficiary on your account. This will allow them to claim ownership of the account in the event that you are deceased. Both the beneficiary form for your Stash Retire and your Stash Invest account will require your account number.…
Q. Can I switch the name on my account to my spouse, kid, etc?
Unfortunately, it’s not possible to change the name on your Stash account to someone else’s. Why not? When you get started with Stash, we’re required to verify your identity and financial history in order to make sure you’re eligible for an account.…
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