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Q. How do I close my Retirement Portfolio?
Before you can close 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 →) Turn off Set Schedule for your Retirement Portfolio. (Learn how →) Sell all of the investments in your Retirement Portfolio and wait for the sale to settle (up to three business days).…
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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. How Can I Close a Custodial Account?
In order to close a Custodial account, please contact Customer Support at 800-205-5164 from 8:00 a.m.-8:00 p.m. ET Monday-Friday, and from 10:00 a.m.-6:30 p.m. ET Saturday and Sunday, or email us at support@stash.com. …
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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 Close my Crypto Account?
Want to opt out of crypto in your Smart Portfolio? Email us at support@stash.com to request an opt out. Opt outs may take up to 30 days fully process. Looking to close your crypto account completely? You’ll have to close your Personal Invest Portfolio1. …
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Q. What Happens to Crypto Investments When I Close my Stash Subscription?
When you close your Stash subscription, your crypto assets in your crypto account will be sold. The proceeds will be returned to your linked external bank account. Please note that if you close your Personal portfolio, you will not be able to maintain a separate crypto account. …
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