• 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.…

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• 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,…

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• 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,…

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• 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.…

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• 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.…

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• Q. Can I open a Stash Invest account for my child?

  You can open an account for a minor as long as you meet the requirements to have Stash Invest Personal brokerage account. Can I use Stash to save for someone under age 18? Yes, you can open a Stash Custodial account for any minor.…

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• Q. How do I change my name?

  To change the name on your Stash account, you must have filed a legal name change. Why does it need to be a legal name change? When you started with Stash, we verified your identity to ensure that you were eligible to open an account with us.…

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• 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.…

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  • money back
  • refund

• Q. Can I link a custodial portfolio to a different external bank account than my Stash investment and retirement portfolios?

  You can only link one external bank account to Stash at this time, so the bank account you use for custodial portfolios will need to be the same account you use for investment and retirement portfolios. To find out more about how to unlink change your linked external bank account click here.…

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• Q. How do I see my bank account information?

  You can view your account in the Stash mobile app. Bank information is not viewable on the web version of Stash at this time. How to see your bank account on the Stash app: Open the app Navigate to Account Select Manage External Bank Account under Settings…

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• Q. What is the minimum deposit to open a custodial account?

  You can open a Custodial Account with as little as $1. To learn what you can invest in with your custodial account click here. Or learn more about what a Custodial Account is.…

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• Q. My family member has passed away, what do I need to do to close their Stash account?

  We are very sorry for your loss. This must be extraordinarily difficult for you. Our support team is here to help guide you through this. When you’re ready, email us and tell us the first and last name of the deceased,…

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• Q. When can you withdraw money from a custodial account?

  Money deposited into a custodial account immediately becomes the property of the minor.  The assets cannot be taken back or given to someone else.  However, withdrawals can be made if the money will be used for benefit of the minor for whom the account was opened.…

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• Q. How do I get paper statements?

  All Stash clients will receive a digital statement by default. If you would like to opt-in to receiving a paper statement instead, please reach out to our support team to request this change for your account. There is a fee for paper statements.…

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• Q. What if I need more custodial accounts than what is included in the Stash+ subscription?

  Two (2) custodial accounts are included in Stash+. Additional custodial accounts are $1 a month and can be added to your Stash+ plan at any time. How to add a custodial account once you are subscribed as a Stash+ member:  Tap the Custodial tile on the app home screen to manage custodial accounts within your subscription …

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  • Stash+

• Q. How do I unsubscribe from your marketing emails?

  We make it easy to unsubscribe from marketing emails. There is an “Unsubscribe” link in the footer of every marketing email we send. Just click that link and we’ll stop sending you these types of emails. Please note: You’ll still get emails related to your Stash account and activity.…

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• Q. How long does it take for promo money to show up in my account?

  If you’ve recently earned some promotional money, we’re sure you’re eager to put it to work. Don’t worry! It can take up to five business days for promo funds to be credited to your account. If you don’t see the correct amount listed in your Portfolio Cash after the sixth business day,…

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• Q. What are my options for investing the money in my custodial account?

  You can invest in any of the investments available to you in your Stash Invest account. However,  your first transaction into a custodial account must be made into the “mix” associated with your risk level. After that, you are free to invest your custodial account funds into any investment you wish.…

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• Q. When will my account statement be available?

  We send out account statements to your email during the first week of the month. With that said, if your account has no activity for the previous month, a statement isn’t required and won’t be generated. You’ll still receive a quarterly statement regardless,…

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• Q. What type of custodial account does Stash offer?

  Stash offers Custodial Accounts that are called UTMAs (Uniform Transfer to Minors Act) and UGMAs (Uniform Gift to Minors Act) as allowed by state law. How is the account type determined? The account type (UTMA or UGMA) is decided by which state the person opening the account (AKA the Custodian) resides in.…

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