• 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?

  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.…

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

  At this time, you can only link one external bank account to Stash. The external bank account you use for custodial portfolios will need to be the same as the one you use for your Invest and Retire portfolios. If you’d like to learn more about changing your linked external bank account,…

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

  To see your external bank account information and details in the app: On the Home screen, tap your Account icon in the top left corner. Under Settings, tap Manage external bank account. From here, you can view or change your external bank account information.…

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

  If you’ve got a dollar, you can open a custodial account. The minimum deposit to open an account is only $1. Want to learn more about investing in your custodial account? We’ve got you covered. If you’d like to learn more about custodial accounts,…

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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?

  As the custodian, you can withdraw money from a custodial account if you need to use it to pay for something that will benefit the minor. You can’t take the money back yourself, or give it to someone else. Some examples of eligible expenses include college or high school tuition,…

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

  With Stash+, you automatically get access to two (2) custodial accounts. Each additional custodial account is $1 per month. You can add more custodial accounts to your Stash+ plan at any time. To add another account, tap Invest from the Home screen,…

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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 the same stocks and ETFs in your custodial account as you can in your Invest account. Once you transfer money into your custodial account, you are free to invest the money in the custodial account however you’d like.…

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• 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. 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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• Q. Why did you transfer money from my external bank account?

  There are a number of reasons why we may have transferred money from your external bank account to Stash. We’ll go over a few of the most common scenarios below. You initiated a manual transfer, such as a purchase with a transfer,…

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• Q. Do funds in the custodial account affect eligibility for financial aid of the beneficiary?

  Yes. Question 42 of the Free Application for Financial Student Aid (FAFSA) form asks about the student’s net worth. Custodial accounts (UGMA/UTMA) like those offered on Stash, are considered to be assets owned by the student if the student is the owner of the account and their parent is the custodian.…

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