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. Withdrawing from your Custodial Portfolio
As the custodian, you can withdraw money from a custodial account if you need to use it to pay for something that will benefit the minor. You can’t take the money back yourself, or give it to someone else. Some examples of eligible expenses include college or high school tuition,…
Q. Do I need a separate beneficiary for my Retire account?
Yes, you will need to add a beneficiary to your Stash Retire account, even if you already have one for a Stash Invest account. Adding a beneficiary for your Invest account does not add a beneficiary to your Retire account. Note: You can name the same person as the beneficiary of both accounts.…
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