• Q. How do I add a beneficiary to my account?

  While you cannot share an account with someone, you can designate a beneficiary on your account. This will allow them to claim ownership of the account in the event that you are deceased. Add a beneficiary to your Stash Invest account Please fill out this form,…

• Q. Why can’t I find my external bank? How do I connect or link if my bank isn’t listed?

  If you cannot find your bank when you search for it by name, you’ll have to manually link your external bank account micro-deposits. Return to the bank search screen in the app and select Link with routing and account numbers. For more information on micro-deposits and how to link your account this way,…

• Q. How do I link my external bank account with micro-deposits?

  To link your external bank account in the app: Navigate to the User Profile menu on the top left corner Select Manager External bank account under Settings Search for your bank by name If you can’t find it, select Link with routing and account numbers This allows you to manually link your bank to Stash using a micro-deposit verification method.…

• Q. What are micro-deposits?

  Micro-deposits are a way of verifying your bank account using your account and routing number. You will manually add your account and routing numbers to Stash. Stash will send two small deposits (less than $0.50) to your bank account. We’ll remove the same small amount at the same time,…

  • micros
  • micro-deposit

• Q. I didn’t finish signing up for Stash Retire. How can I complete my account?

  It’s no sweat to resume sign-up for Stash Retire. Log on to Stash.com and tap this link—it will take you right back to your registration. Of course, if you have any questions, don’t hesitate to contact Support.  DISCLOSURES Stash does not monitor whether a customer is eligible for a particular type of IRA,…

• Q. How do I update or change my name?

  If you need to change your first or last name, you’ll have to contact Support. Before you do, here’s a list of the documents you should have on hand in order to complete the name change process: Government-issued ID showing your new name Marriage certificate Divorce certificate Certified court order You won’t need all of these documents,…

  • update my name
  • change my name

• Q. How do I update or verify my email address?

  Update email address You can easily update or verify the email address associated with your Stash account on the app or on the web. Follow these steps to update your email address: On the app: Login to the Stash app.Tap your initials (iOS) or hamburger icon (Android) in the upper-left corner.Tap Email,…

  • verify my email address
  • update my email address

• Q. Password Help

  Questions about logging in? We’ve got your answers right here. If you forgot your password: Can’t remember your password?  Reset it here. If you want to change your password: To change your password, you must be logged in. Here’s how to update your password in the app: Open Stash. …

• Q. How do I update or verify my phone number?

  Need to update or verify your phone number on your Stash account? You can do this in just a few minutes from the app or from the web. Click one of the links below to jump to that section: Update your phone number on the appUpdate your phone number on the webVerify your phone number on the app Verify your phone number on the web Update your phone number on the app Follow these steps to update your phone number on the app: Login to the Stash app. …

  • phone number
  • update my phone number

• Q. Why Am I Being Asked to Provide a Trusted Contact?

  We at Stash are legally required to ask our clients whether they would like to add a Trusted Contact for their account(s). Adding a Trusted Contact is NOT required. If you should choose to add one, anyone you trust who is 18 or older is eligible. …

  • trusted contact
  • trusted

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