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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.…
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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 give us a call at 800-205-5164 from 8:00 a.m.-8:00 p.m. ET Monday-Friday, or email us at support@stash.com. …
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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 close my Smart Portfolio?
If you only want to close your Smart invest account, but leave your subscription open, you’ll need some help. To get this process started, please give us a call at 800-205-5164 from 8:00 a.m.-8:00 p.m. ET Monday-Friday, or email us at support@stash.com.…
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