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.…331
Q. What tax documents should I receive?
Stash will email you when your tax forms become available. You can access historical documents year round Tax Documents section of Account Management. Stash will make your relevant tax documents available online in mid February. The forms you’ll be receiving represent your account activity from the previous calendar year or any activity completed to qualify for that year’s contributions.…225
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?…123
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.…116
Q. Do I have to pay taxes on any money I make through my Stash account?
Taxes on Investments The investments you make with Stash are taxed the same way as any other investment. This means you will need to pay taxes on money you make through capital gains, dividends, and income interest. To put it another way: if one of the funds in your portfolio increases in value,…48
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…21
Q. Where are my tax documents?
Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile. To find them in the app: Go to Home Screen Go to Settings Select Statements and Documents Select Tax documents To find them on the web: Click your name in the top right-hand corner of the screen Select Tax documents from the left-hand menu.…19
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