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. Do I have to pay taxes on my Stash Invest investments?
Stash Invest accounts are taxable brokerage accounts. You are required by the IRS to report income earned from capital gains and other applicable distributions. This means you will need to pay taxes on money you make through capital gains, dividends, and income interest.…
Q. Why is my Invest account suspended or inactive?
Stash has reduced your level of service due to inactivity on your brokerage account. This means trading is no longer available to you. If you’d like to initiate transfers, deposits, or buy/sell securities, you’ll log in to the app to review and agree to the Apex and Stash Capital Customer Account Agreement.…
Q. Why did you sell part of my investments to cover my monthly subscription fee?
The way we initially attempt to charge the fee differs. We’ll try to pull from your Portfolio cash, linked debit/credit card, or Stash banking1 balance first. If that doesn’t work, then we’ll sell a portion of your holdings in your Personal Invest Portfolio to cover the fee. …
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