Invest
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Q. Why is my Invest account suspended or inactive?
Stash has reduced your level of service due to inactivity on your brokerage account. This means trading is no longer available to you. If you’d like to initiate transfers, deposits, or buy/sell securities, you’ll log in to the app to review and agree to the Apex and Stash Capital Customer Account Agreement.…
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Q. Where Can I Find My Stash Invest Account Number?
To find your account number for your Stash Invest (Custodial or Retire) Account: Login to the Stash app. Select your initials (iOS) or hamburger icon (Android) in the upper-left corner. Select Statement and Documents. Select Portfolio Statement or Trade Confirmation and you will find your account number in upper-left corner of the statement.…
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Q. How Do I ACAT Transfer My Portfolio To Another Broker?
What is an ACAT? An ACAT (Automated Customer Account Transfer) transfer lets you move all of your cash and full stock shares from Stash to another broker (via our custodian Apex). There are two types of ACATs: Partial: Move one or more securities,…
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Q. Securities Lending
Securities lending is a kind of investment activity that allows whole-share owners of securities to earn extra income by loaning out their shares. Partial share owners are not eligible for securities lending. The owner of the whole-share (the lender) loans their securities to a financial institution,…
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