Q. How do I close my Retirement Portfolio?
Before you can close your Retirement Portfolio, make sure you’ve done the following: Link your bank to Stash so we can transfer your cash to you. (Learn how →) Turn off Set Schedule for your Retirement Portfolio. (Learn how →) Sell all of the investments in your Retirement Portfolio and wait for the sale to settle (up to 3 business days).…
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. This email will 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.…
Q. How Can I Close a Custodial Account?
In order to close a custodial account, please contact customer support at email@example.com.…
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