Q. How do I sell an investment?
Selling investments is easy and painless. Plus you can do it right from the app! When selling, you have the option to sell a specific dollar amount or the entire investment. Please note that there’s a mandatory 2-business-day holding period after the sale before your funds will be available to use.…233
Q. What is a custodial account?
A custodial account allows a parent, guardian, or other family members/friends to open an investing account for a minor*. The adult (or Custodian) who opens the account can manage the money and investments until the minor reaches the “age of majority.” That age is usually 18 or 21,…196
Q. How do I change my address?
Moving can be a hassle. We get it. That’s why we’ve made the process of changing the address associated with your Bank account and Invest portfolio(s) easy and painless. To change the address associated with your Bank¹ account: From the Home screen,…150
Q. What happens to my money when I close my stash account?
If you decide to close your Stash account, a few things will happen (in this order): Your investments will be sold Once you request the closure of your account, Stash will sell any investments you may still own. It takes 2 business days for these funds to settle in your Stash account.…89
Q. How do I change my personal details on Stash?
Navigate to Account on the upper left corner Select Email, Phone and Security under Settings Choose the detail you’d like to edit If you update your email and/or phone number, you’ll need to verify them.…74
Q. Can I open a Stash Invest account for my child?
Absolutely! You can open a Custodial account¹ for any minor. You invest on behalf of a child in your life, and they can take over when they’re old enough. You can learn more about the process here. You can also name a beneficiary for your regular Invest account using this form.…55
Q. Can you return my money to me?
Stash Invest accounts Of course! You can transfer money from your Cash Balance back to your bank account at any time. If you’ve invested money, you’ll need to sell those investments first. The money from the sale will be held for 2 business days (in accordance with federal law) before you can move it to your bank account.…32
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