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Q. What are Stash’s plan fees?
We’ve got two separate plans, each with their own fee, and you can choose to pay monthly or yearly. Stash Growth: $3/month or $32/year Stash+ is $9/month or $97/year You can check out what’s included in each plan here We collect this subscription fee once a month,…
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Q. How do I close my Retirement Portfolio?
Before you can close your Retirement Portfolio (IRA), you must complete the following steps: Link your external bank account to Stash so we can transfer your balance to you. (Learn how →) Turn off auto invest for your IRA. (Learn how →) Sell all of the investments in your IRA.…
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Q. When will I be charged for my Stash plan?
Stash offers two billing plans: monthly or yearly. After you complete your free trial, we will automatically bill you every one-month or one-year anniversary on the day that you signed up for your account. For example, if you sign up for Stash on April 9th,…
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Q. How Can I Close a Custodial Account?
In order to close a Custodial account, please give us a call at 800-205-5164 from 8:00 a.m.-8:00 p.m. ET Monday-Friday, or email us at support@stash.com. …
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Q. I only want one part of the Stash+ Plan, can I get a discount?
Unfortunately, you can not subscribe to one portion of the plan and not others. If you subscribe to the Stash+ Plan, you will receive all the features and be charged $9 / month. Posted fees will be active beginning 8/1. For current fee schedule,…
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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.…
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