• Q. What are the trading fees?

  Unlike other investing apps, Stash doesn’t charge any add-on trading commissions¹ or electronic statement fees. ¹Clients may incur ancillary fees charged by Stash and/or it’s custodian that are not included in the monthly Wrap-Fee.…

• Q. How Do I cancel My Stash Subscription?

  Just like everything else at Stash, we’ve made the process of canceling your subscription and closing your account as easy and painless as possible. Here’s how to do it.  Please note that you can only close your account on the web,…

• Q. What are the Stash monthly fees?

  We’ve got three separate plans, each with their own fee. We collect this subscription fee once a month, around the date when you first opened your account. You’ll always be charged the same fee. Want to learn more about our subscription plan fees?…

• Q. What are the Apex Clearing custodian maintenance and bank transfer fees?

  You may at some point see a fee that is different from your standard monthly account fee (AKA the Wrap fee). These fees are charged based on action(s) taken by a client that is beyond Stash’s control and area of service.…

• Q. Can I pay for my subscription plan annually?

  Absolutely! You can pay for your subscription once per year if you’d like. You can pay with a debit or credit card, a linked bank account, or using your portfolio cash. You can switch from monthly billing to annual billing at any time.…

• Q. How do I upgrade or downgrade my new Stash+ plan?

  To upgrade or downgrade your Stash+ Plan via app Select your initials on the upper left corner Select Subscription under Settings From there, you’re able to learn and manage your Stash+ plan …

  • Stash+

• Q. Can I downgrade or change my plan?

  Yes, you have the flexibility to change your plan at any time. To change your plan in App: Navigate to Settings from the home screen Select Subscription Select Manage (next to your current subscription) Select the plan you would like to switch to To change your plan on Web: Select your name in top right corner Select Subscription Select Manage (next to your current subscription) Select the plan you would like to switch to…

• Q. What if I need more custodial accounts than what is included in the Stash+ subscription?

  With Stash+, you automatically get access to two (2) custodial accounts. Each additional custodial account is $1 per month. You can add more custodial accounts to your Stash+ plan at any time. To add another account, tap Invest from the Home screen,…

  • Stash+

• 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.…

  • Stash+

• Q. Can I upgrade or change my plan?

  Yes, you have the flexibility to change your plan at any time. To change your plan in App: Navigate to Settings from the home screen Select Subscription Select Manage (next to your current subscription) Select the plan you would like to switch to To change your plan on Web: Select your name in top right corner Select Subscription Select Manage (next to your current subscription) Select the plan you would like to switch to…

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

  We automatically bill once per month on the day that you signed up for your account. If there is no special fee waiver, your first subscription payment happens right after you link your bank account or other payment methods. Your subscription is automatically renewed unless you cancel or change it.…

• Q. Why am I getting charged a fee each month?

  Your Stash subscription fee¹ is applied every month—unlike other companies with hidden charges, Stash works on a straightforward subscription model.  It includes your personal investment account, your bank account, your Stock-Back® Card² (your debit card), financial education and much more.   If you have any further questions,…

• Q. I was charged an overdraft fee because of my Stash account. What should I do?

  We hate this fee as much as you do. We wish that banks wouldn’t charge it! The best way to avoid an overdraft fee is to make sure there’s enough money in your external linked bank account before initiating a transfer.…

• Q. How do you charge the subscription fee?

  The way we initially attempt to charge the fee differs depending on how much money you have invested in your Stash Invest account. If you have more than $5,000 in your personal portfolio, here’s how it works: First, we’ll try to charge your subscription fee to your Portfolio Cash.…

• Q. How do I close my Stash Beginner subscription?

  We’ll be sorry to see you go! You can close your subscription at any time online at Stash.com. See below to get started—note that currently, you can only make your close request on the web at this time.    Before you close your subscription,…

  • cancel subscription

• Q. How are refunds calculated if I close my Stash account or cancel 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 are my Stash investment portfolio choices?

  Investing can feel overwhelming if you don’t know where to start.  It’s why Stash makes things simple with its four investment portfolio options: Investing simplified: Personal Portfolio: Stash’s Personal Portfolio is intended to combine a high degree of flexibility on your part,…

• 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. Can I have two Stash accounts?

  Not at this time, sorry. Stash only allows one subscription per person. …

  • subscription

• Q. How do I close my Stash Growth subscription?

  We’ll be sorry to see you go! You can close your subscription at any time online at Stash.com. See below to get started—note that currently, you can only make your close request on the web at this time.  To start, please complete the following steps: Make sure your external bank is linked.…

  • cancel subscription

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