• 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 can I sign up for a Stash banking account?

  If you are entirely new to Stash, download the Stash app or go to stash.com—we can get you up and running in no time. If you are already a Stasher, you are only a few minutes away from having a Stash banking 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. 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. How do I refer someone?

  You can refer someone to Stash through our referral bonus program. You can earn up to $1,000 in referrals!  Here’s how it works: Invite friends: Send invites to your friends using your custom code or link. Track your invites: Follow your friend’s progress and send reminders along the way.…

• 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 are the ancillary account fees?

  Below is a list of ancillary fees (AKA other potential fees) you may incur that are not included in the monthly advisory fee or Wrap Fee. These fees would be incurred based on a client’s request or other action which is why they are excluded from fees and services covered by the Wrap Fee.…

• Q. What’s the difference between selling partially and selling all?

  At Stash, we believe that you should have the freedom to handle your finances as you see fit. We have a range of options that allow you to manage your investments with pinpoint precision. One of these tools is the ability to sell your investments either partially or totally.…

• Q. If I sold all shares of an investment, why did the value that I sold at change?

  We don’t process sales of investments instantaneously. Since we’re focused on long-term trading rather than day trading, we process sales during 4 trading windows operated each trading day, with 2 in the morning and 2 in the afternoon.  Due to this,…

• Q. Do I have to buy a whole stock or can I purchase a fractional share of a single stock?

  Stash allows you to buy fractional amounts of shares so you can purchase any amount starting at $5. We suggest that you buy small amounts on a regular basis so you don’t time the market. Try  Auto-Stash and keep buying your investments on a regular basis to get the lowest average price for your investments over time.…

• 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. 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. 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. 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. 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,…

• Q. Will I get in trouble if I take my money out early?

  Retirement accounts can have penalties and/or taxes if you withdrawal prior to the age of 59 ½. If you have any questions, please reach out to a tax advisor to review your specific circumstances. Keep it in, let it grow!…

• Q. How do I choose other investments to add?

  We recommend buying a few more investments after buying the mix suggested for your risk level. Buying investments that align with your interests, goals, and beliefs can be a way to help you feel closer to your investments regardless of what the market is doing.…

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