Q. How do I cancel my Stash plan?
We’ll be sorry to see you go! You can cancel your Stash plan at any time in the app or online at Stash.com. Keep reading to learn what to do before you close, and how to cancel your plan in the app or on the web.…
Q. What are Stash’s plan fees?
We’ve got two separate plans, each with their own fee. Stash Growth is $3/month, and Stash+ is $9/month. You can check out what’s included in each plan here. We collect this subscription fee once a month, around the date when you first opened your account.…
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.…
Q. When will I be charged for my Stash plan?
Stash offers two billing plans: monthly or yearly. We automatically bill you on the day that you signed up for your account. For example, if you sign up for Stash on April 9th, you’ll be billed every month on the 9th (monthly billing),…
Q. How Can I Close a Custodial Account?
In order to close a Custodial account, please contact Customer Support at 800-205-5164 from 8:00 a.m.-8:00 p.m. ET Monday-Friday, and from 10:00 a.m.-6:30 p.m. ET Saturday and Sunday, or email us at firstname.lastname@example.org. …
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,…
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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