Q. How do I link or change the bank account I have linked to Stash?
Navigate to User Profile in the app by tapping your initials (iOS) or the hamburger menu (Android) in the top left hand side Under Settings, click on Manage External Bank Account Select Link my bank account or Connect a different account Choose which way you’d like to link an external bank account to Stash: using your external bank’s ID and passcode (Instant Verification),…
Q. I just sold my investments and I want to withdraw the money from that sale. Why can’t I withdraw the amount?
If you’ve recently initiated a sale of your investment, you’ll need to wait for a period of 2 business days before the money becomes available for your use. The SEC requires this hold on all sales of investments. On the 3rd business day,…
Q. How do I add a beneficiary to my account?
While you cannot share an account with someone, you can designate a beneficiary on your account. This will allow them to claim ownership of the account in the event that you are deceased. Add a beneficiary to your Stash Invest account Please fill out this form,…
Q. How do I change my bank?
To change your bank in app Select the home tile at the bottom of the screen Select the icon in the top right corner of the screen (iOS – your initials/picture Android – hamburger icon) Select manage under the External bank account section Select link a different bank account …
Q. How do I purchase a stock or ETF?
With Stash, it’s easy to invest in new stocks or ETFs, or to purchase more fractional shares of investments you already own. You can make one-off purchases or choose to invest on a recurring basis. All of these can be done from the app or on web.…
Q. Is there a limit to the number of banks I can link to my Stash?
You can only link one bank account to Stash at this time, so the bank account you use for custodial accounts will need to be the same account you use for Invest and/or Retire. To find out more about how to unlink your bank account click here.…
Q. How do I change my personal details on Stash?
Navigate to Account on the upper left corner Select Email, Phone and Security under Settings Choose the detail you’d like to edit If you update your email and/or phone number, you’ll need to verify them.…
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