Account Setup
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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.…
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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,…
Learn Weekly
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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,…
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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,…
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Q. How do I update or verify my email address?
It’s super simple to change the email address associated with your Stash account. Here‘s how to get started. In the app: Open Stash. From the Home screen, tap on the icon on the upper left hand corner. For iOS, it will be your initials or picture,…
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Q. How do I update or verify my phone number?
It’s super simple to change the phone number associated with your Stash account. Here‘s how to get started. In the app: Open Stash. From the Home screen, tap on the icon on the upper left hand corner. For iOS, it will be your initials or picture,…
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