• Q. How Do I Close My Stash Subscription?

  We’ll be sorry to see you go! You can close your subscription at any time in the app or online at Stash.com.  Keep reading to learn what to do before you close, and how to close your subscription in the app or on the web.  …

• Q. What are the Stash monthly fees?

  We’ve got two separate plans, each with their own fee. Stash Growth is $3/month, and Stash+ is $9/month. You can check out what’s included in each plan here.  We collect this subscription fee once a month, around the date when you first opened your account.…

• Q. What are the ancillary account fees?

  Below is a list of ancillary fees (other potential fees) you may incur that are not included in the monthly advisory fee or Wrap Fee. These fees would be incurred based on a client’s request or other action which is why they are excluded from fees and services covered by the Wrap Fee. …

• Q. What’s included in my subscription?

  That depends on your subscription plan. Visit https://www.stash.com/pricing to see all the available options.…

• Q. What are the fees for Stash banking accounts?

  There are no overdraft fees, monthly minimums, or maintenance fees associated with Stash banking accounts1. However, other fees may apply. Please see our Deposit Account Agreement to locate any fees associated with your Stash banking account. 1 Stash Banking services provided by Stride Bank,…

• Q. When will I be charged for my subscription plan?

  Stash offers two billing plans: monthly or yearly. We automatically bill you on the day that you signed up for your account.  For example, if you sign up for Stash on April 9th, you’ll be billed every month on the 9th (monthly billing),…

• Q. How are refunds calculated if I close my Stash account or close my subscription plan?

  Stash will refund any and all pre-paid portions of your Stash subscription fee in accordance with the terms of your Advisory Agreement. Refunded portions of pre-paid fees will be calculated starting from your billing date and then based upon the number of days remaining in your monthly billing period or annual billing period,…

• Q. What’s a bank transfer reversal fee?

  A bank reversal can happen if the bank you are transferring from initiates a transfer cancelation. That’ll show up in your statement as “Apex Clearing (ACH) bank reversal” or return deposit fee. This might happen when your external bank account has insufficient funds,…

• Q. I only want one part of the Stash+ Plan, can I get a discount?

  Unfortunately, you can not subscribe to one portion of the plan and not others. If you subscribe to the Stash+ Plan, you will receive all the features and be charged $9 / month. Posted fees will be active beginning 8/1.  For current fee schedule,…

• Q. What is the Subscription Plan offering for the “Beta Group”?

  For a select group of clients, each plan will include Financial Counseling Advice (i.e Impersonal Investment Advice) as it relates to one or more guides, education materials about investing and financial planning, along with access to open brokerage accounts and a bank account.…

• Q. Why did you sell part of my investments to cover my monthly subscription fee?

  The way we initially attempt to charge the fee differs. We’ll try to pull from your Portfolio cash, linked debit/credit card, or Stash banking1 balance first. If that doesn’t work, then we’ll sell a portion of your holdings in your Personal Invest Portfolio to cover the fee. …

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