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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. What if I need more custodial accounts than what is included in the Stash+ subscription?

Looking to set the kids in your life up for a better future? The Stash+ plan includes two Custodial portfolios that allow you to save and invest for them. Learn more about Custodial portfolios here. Note: The Stash Growth plan does not include any Custodial portfolios. …
Q. How many custodial accounts can a minor have?

With Stash, Custodial accounts are only available on the Stash+ plan, which includes two Custodial accounts. However, multiple adults can open Custodial accounts for the same minor. For more information on Custodial accounts, check out this article on Stash Learn. …

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