• Q. Can I withdraw money from my Stash account whenever I want?

  For the most part, yes. If there is money that is available in your Cash Balance, you can transfer this at any time. On Stash, you are purchasing investments. That means you have to sell those investments before getting your money back. …

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• Q. I just sold my investments and I want to withdraw the money from that sale. Why can’t I withdraw the amount?

  When you sell an investment, the SEC requires a two business day hold on the money from the sale. On the third business day, your money will be added to your Cash Balance. Once you see it there, you can withdraw it.…

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• 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. How long does it take to transfer funds to my Stash invest account?

  When you transfer money from your external bank account to your Stash Invest account, you’ll see the amount in your personal portfolio activity almost instantly.* However, it can take up to three business days for the money to actually move out of your external bank account—it depends on how quickly your bank processes ACH transfers.…

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• Q. Can I purchase individual stocks on Stash?

  Yes, you can now buy individual stocks on Stash! You can find them in the “Invest” section of Stash in ‘Companies’ category.…

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• Q. How Do I Close My Stash Subscription?

  You can cancel your Stash subscription on the web. You’ll need to be logged in to cancel your subscription. Please make sure your external bank account is linked before you complete the steps below. To cancel your subscription on the web: Select your name on the far top right of the screen Select subscription on the left side of the screen Select manage to the right of your subscription plan Scroll to the very bottom of the screen and select close my Stash for good Canceling your subscription can take up to 10 business days to complete.…

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• Q. How do I change my risk level on Stash?

  It’s not possible to Stash override your risk level. Stash’s risk assessment tool is designed to help you make the appropriate investments for your financial situation. Our mission is to help people save for and invest in the long term. That means helping you choose investments that are best suited for you.…

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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 if I’m having issues linking my bank account?

  To link your external bank account in the app: Navigate to the User Profile menu  Find the External bank account section and select Manage Search for your bank by name If you can’t find it, select Link with routing and account numbers This will allow you to manually link your bank to Stash using the“micro-deposit” verification method.…

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• Q. Can I earn dividends from my Stash account?

  Yes! Depending on your choice of investments, you may receive dividends. Your dividends are automatically received as cash and go into your free cash balance. To view your dividends via the app. 1.  Click on Invest from the home screen 2.…

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• Q. What happens to my shares if a stock splits?

  A stock split is similar to taking a $100 bill and splitting it into two $50 bills (or five $20 bills). The number of bills you hold increases, but the overall value of your money remains the same. If a stock that you own splits,…

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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 purchase a stock or ETF?

  With Stash, it’s easy to invest in new stocks or ETFs, or to purchase more fractional shares of investments you already own. You can make one-off purchases or choose to invest on a recurring basis. All of these can be done from the app or on web.…

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• Q. I never got my micro-deposits, so how do I verify my bank?

  The micro-deposits can take up to 3 business days to post to your external bank account. If it’s the end of the 3rd business day and you still haven’t received the micro-deposits, there may be an issue with the bank account information you provided.…

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• Q. How do I add funds to my investment portfolio?

  To deposit money to your account in the app: Select Transfer tile on the bottom of the screen Select the account you wish to move money from and to Enter the amount you wish to add Hit Continue to move forward Click Make Transfer to confirm the transaction To deposit money to your account on the web: Click Personal Portfolio at the top of the home screen Select Cash to Invest Enter the amount you want to transfer to Stash Click Next You’ll see the amount in your Stash account update automatically and the money will transfer from your linked bank account within three business days.…

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• Q. How do I pick single stocks?

  We can’t tell you what stocks to pick, but we can recommend that you keep a few things in mind. All single stocks are available to all users no matter their risk profile. Therefore, we strongly recommend that diversifying your portfolio with a mix of other investment types,…

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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 sell my stocks at any time?

  All investments available on Stash (ETFs and single stocks) can be sold on any business day when the market is open. Stash executes all trades during four trading windows. When you sell part or all of your share, it is sold at the price of the stock at the next buying/selling window,…

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• Q. Do I have voting rights?

  Yes, you may have voting rights for some of the companies you invest in on Stash! You need to own at least one whole share of the stock though. Since we trade fractional shares for our customers, some of our users can hold less than one full share.…

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• Q. How can I link a different bank account?

  Navigate to User Profile in the app by tapping your picture. Find the External bank account section and tap Manage. Select Connect a different bank account. If this is not an option, please reach out to our customer support team at 1 (800) 205-5164 or support@stashinvest.com.…

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