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Q. Can I change my plan?

Yes, you have the flexibility to change your plan at any time. To change your plan in App: Navigate to Settings from the home screen Select Subscription Select Manage (next to your current subscription) Select the plan you would like to switch to To change your plan on Web: Select your name in top right corner Select Subscription Select Manage (next to your current subscription) Select the plan you would like to switch to…

Q. How do you charge the subscription fee?

The way we initially attempt to charge the fee differs depending on how much money you have invested in your Stash Invest account. If you have more than $5,000 in your personal portfolio, here’s how it works: First, we’ll try to charge your subscription fee to your Portfolio Cash.…
Q. What is the Subscription Plan offering for the “Beta Group”?

For a select group of clients, each plan will include Financial Counseling Advice (i.e Impersonal Investment Advice) as it relates to one or more guides, education materials about investing and financial planning, along with access to open brokerage accounts and a bank account.…

Q. Why are you removing the $1 Beginner tier?

In order to continue building a better app experience, with improved features and enhanced benefits, our $1/month Stash Beginner plan will no longer be available as of August 1. If you’re currently on the $1/month Beginner plan you’ll automatically be rolled over to the $3/month Stash Growth plan beginning on your August billing cycle. …

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