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Q. How Can I Close My Stash Retire Account?

Turn off Auto-Stash for your IRA account Sell all of the investments in your IRA account Make sure your external bank is linked ***You will not be able to move forward with the process until your investments have settled (up to 3 business days).…

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- close account

Q. I closed my account, how can I get tax information?

We’ll still notify you by email if you receive a tax document, even after your account is closed. It’ll contain a link to access your documents on our website. Log in with your same email address and password, and you’ll be able to download your tax documents.…

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Q. How Can I Close a Custodial Account?

In order to close a custodial account, please contact customer support at support@stash.com.…

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