• 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?

  Stash makes it easy to invest in stocks or exchange-traded funds (ETFs). You can make a single purchase, or set up auto invest to invest on a regular schedule. Learn more about stocks and ETFs Find out how to set up auto invest here You can buy your stocks and ETFs from the Stash app or website.…

• 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.…

• Q. Can I sell my stocks at any time?

  All of your investments, both ETFs and single stocks, can be sold on business days while the market is open. Please note that this means Monday through Friday, excluding weekends and US market holidays. If you initiate a sale when the market is closed,…

• Q. Why are my trades listed as “pending?”

  If you see one of your trades listed as “pending,” that means we haven’t executed the trade yet. Stash is designed for long-term investing, so we only operate four trading windows per day¹, two in the morning and two in the afternoon.…

• Q. Why is the price that I sold my stocks at different than the price I see in the app after the trade has settled?

  Simply put, this is because we don’t immediately sell your investment when you initiate a sale. All sales are settled during our 4 daily trade windows, of which there are 2 in the morning and 2 in the afternoon. The price you see after the sale has settled is the price at the time of transaction.…

• Q. What is a risk profile?

  We build a personalized risk profile to help you decide which investments are most appropriate for you. This is done by factoring in your age, income level, and when you think you’ll need to use the money you’re investing. Your risk profile helps you pick out stocks,…

• Q. My family member has passed away, what do I need to do to close their Stash account?

  We are very sorry for your loss. This must be extraordinarily difficult for you. Our support team is here to help guide you through this. When you’re ready, email us and tell us the first and last name of the deceased,…

• Q. Why can’t I find single stocks in my app?

  Select single stocks are now available to everyone on Stash! However, it sometimes takes a bit of time for your app to refresh, so if you aren’t seeing them you can try force-quitting your app. If this doesn’t work you can try deleting and reinstalling your app.…

• Q. When can I take my money out of Stash Retire?

  Ideally, you want to keep this money growing until you’re 59 ½ years-old. This is how you get the greatest tax benefits from your Stash Retire investment. If you have any questions about withdrawing funds from your Stash Retire account, it would be best to consult with a tax advisor.…

• Q. Does Stash Retire work with my bank?

  We currently support thousands of banks for Stash Retire. Here is a sample of the banks that are supported on the platform currently: Arvest Bank, Bank of America, BB&T, Capital One, Capital One 360, Charles Schwab, Chase, Citi, Desert Schools Federal Credit Union,…

• Q. Do I earn interest on my Stash Account?

  Uninvested money in your Stash account (AKA your Available Cash Balance) is automatically transferred to something called the Apex FDIC-insured Sweep Program. That means your Available Cash Balance earns interest based on the amount and duration of deposits and applicable interest rates.…

• Q. What is a batched transfer?

  Batched transfers make things a little bit easier for us and for you. When several separate transfer requests are made around the same time, we’ll group (batch) these transfers together and take the lump sum from your linked bank account. Batched transfers are easier than removing smaller amounts of money over multiple transfers.…

• Q. I signed up for a Stash Retire account only. Is it possible to now sign up for a personal Invest account?

  At this time, if you want to sign up for a Stash Invest personal brokerage account after signing up for Stash Retire, you can do so on the web or in the iOS app.…

• Q. How is my total return percentage calculated?

  A return is how much you gain or lose on either a single investment or an entire portfolio. You can calculate it as both a specific dollar amount or a percentage. Here’s how. For your investment positions Dollar: [current value] –…

• Q. How do I invest my funds?

  Our mission—and our vision—is to provide a comprehensive, easy-to-understand platform for anyone who wants to invest. We’ve made the process as easy as possible. You can do all of this in the app. Here’s how it works. To purchase a new investment: From the Home screen,…

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