• 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. 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.…

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• 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 …

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• 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,…

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• 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.…

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• 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…

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• 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. Your first subscription payment happens right after you sign up and link your bank account or other payment method. Your subscription is automatically renewed unless you cancel or change it.…

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• 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 online at this time.  Steps for canceling Stash Beginner subscription: Log into Stash.com Click your name Click Subscription Click Close my Stash for good at the bottom of the page At this point,…

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

  We will be sorry to see you go! You can start your cancel request at any time online at Stash.com. See below to get started—note that currently, you can only make your cancel request online at this time.  Steps for canceling Stash Growth subscription: Log into Stash.com Click your name Click Subscription plan Click Your plan Click Close my Stash for good at the bottom of the page.…

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

  In the event you close your Stash account or cancel your Stash 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,…

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• Q. What happens if I delete the Stash application from my mobile device?

  If you delete the Stash application from your mobile device without cancelling your subscription plan, your Stash account will remain active and you will continue to be charged your subscription fee. Your Stash account will continue to be governed by Stash’s Terms of Use and Privacy Policy,…

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• Q. Can I have two Stash accounts?

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

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• Q. When will I receive the Stash+ monthly insights report?

  We send out your Stash+ Monthly Insights report on the last Friday of each month. If you’d like to check up on an old report, that’s easy! Here’s how: Log into your account on the web. Select your Account in the top right corner.…

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• 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.…

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• 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.…

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• Q. How do I cancel my Stash+ subscription?

  Canceling your Stash+ is easy and can be done from the web. We don’t currently support canceling your subscription in the app. Here’s how to do it: Navigate to your Manage account page and log into your account. Here you’ll see options to close your Personal portfolio and your Retirement portfolio.…

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