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

  Generally speaking, you’re free to transfer or withdraw money out of Stash whenever you want.  There are a few caveats, though: If you have investments, first you have to sell those and wait for the SEC-mandated holding period to be over.…

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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?

  If you’ve recently initiated a sale of your investment, you’ll need to wait for a period of 2 business days before the money becomes available for your use. The SEC requires this hold on all sales of investments. On the 3rd business day,…

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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 Invest account, you’ll be able to invest almost instantly. With that said, it’ll take up to 5 business days for the funds to actually transfer out of your external bank account.…

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• Q. Can I purchase individual stocks on Stash?

  Absolutely you can! We support trading of individual stocks and ETFs. You’ll find these your Invest tab, which is accessible via the navigation bar on the Home page. What’s the difference between a single stock and an ETF? Purchasing single stocks means you’re investing in shares of an individual company.…

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• Q. What Are Stash’s Trading Windows?

  Stash uses four trading windows because our platform is not intended to be used for day trading, but rather for long-term investing. By investing small amounts in a diversified portfolio over a long period of time, you can minimize your risk and save for your future.…

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• Q. How Do I cancel My Stash Subscription?

  Just like everything else at Stash, we’ve made the process of closing your account and canceling your subscription as easy and painless as possible. We’ve outlined the necessary steps below.  Please note that currently, you can only close your account on the web,…

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

  Our risk assessment tool works as a comprehensive tool to help you invest your money in a way that’s customized for your situation. As such, it’s not currently possible to override your risk level. We prioritize saving for and investing in the long term.…

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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. 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. Can I earn dividends from my Stash account?

  Absolutely! Depending on your portfolio, you may receive dividends. These will automatically be reflected in your Portfolio Cash. You can see a record of your dividends in the Activity section of your Invest page.…

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

  If a stock you own splits, don’t worry! This is nothing to worry about. Imagine that you have a $100 bill. You want to break it down, so you get change in the form of two $50 bills. You haven’t lost any money,…

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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. How do I add funds to my Portfolio Cash?

  Here’s how to transfer money to your Portfolio Cash in app: From the Home screen, tap Transfer in the bottom navigation bar. Choose which accounts you’d like to transfer money from and to. Enter the amount you’d like to transfer. Tap Continue.…

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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 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. How do I pick single stocks?

  When choosing a single stock to invest in, there’s a couple things you should keep in mind. First off, all single stocks can be purchased by all users, regardless of their individual risk profile. If you want to purchase single stocks,…

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• Q. Can I sell my stocks at any time?

  All of your investments, both ETFs and single stocks, can be sold on business days while the market is open. Please note that this means Monday through Friday, excluding weekends and US market holidays. If you initiate a sale when the market is closed,…

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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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