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Q. How do I cancel my Stash plan?

We’ll be sorry to see you go! You can cancel your Stash plan at any time in the app or online at Stash.com. Keep reading to learn what to do before you close, and how to cancel your plan in the app or on the web.…

Q. How do I close my Retirement Portfolio?

Before you can close your Retirement Portfolio (IRA), you must complete the following steps: Link your external bank account to Stash so we can transfer your balance to you. (Learn how →) Turn off auto invest for your IRA. (Learn how →) Sell all of the investments in your IRA.…
Q. Will I be charged a penalty if I close my Retire account?

Yes. If you have a Roth IRA, you may close your account and withdraw your funds at any time. However, if you have not yet reached 59 ½ years old, you may be subject to penalties and taxes by the IRS.…

Q. How Do I Transfer Cash From My Retirement Portfolio?

Before you can transfer from your Retirement Portfolio, make sure you’ve done the following. Link your bank to Stash so we can transfer your cash to you (Learn how →). Sell all of the investments in your Retirement Portfolio and wait up to 3 business days for the sale to settle (Learn how →).…

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