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Q. What happens to my money when I close my Stash account?
If you decide to close your Stash account, a few things will happen (in this order): Your investments will be sold Once you request the closure of your account, Stash will sell any investments you may still own. It takes 2 business days for these funds to settle in your Stash account.…
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Q. I closed my account, why am I still getting emails from you?
Since we’re legally required to send our clients statements about their account activity, you may receive the occasional update from us after your account has been closed, though this is rare. We also send tax documents by email, making it easy for you to comply with the IRS’s reporting requirements for taxable income earned from a brokerage account.…
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Q. How are refunds calculated if I close my Stash account or close my subscription plan?
Stash will refund any and all pre-paid portions of your Stash subscription fee in accordance with the terms of your Advisory Agreement. Refunded portions of pre-paid fees will be calculated starting from your billing date and then based upon the number of days remaining in your monthly billing period or annual billing period,…
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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. …
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