• Q. What is Stash Retire?

  Stash Retire is a simplified way to invest for the long run. We’re here to help take the confusion and jargon out of planning for retirement. How does it work? Stash Retire offers two types of retirement accounts: a Roth IRA or a Traditional IRA.…

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• Q. How do I sell an investment?

  You can sell investments in the app or on the web. If you choose to sell, you can either sell part of an investment or sell the entire investment. To sell investments in the app Select the investment you want to sell Click Sell Select Sell to sell a portion of your investment,…

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• Q. Can I rollover money from an old IRA into Stash Retire?

  We’re not able to rollover other IRAs into Stash Retire at this time, but we’re planning on offering this in the future. Stay tuned for updates on this.…

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• Q. How do I change my address?

  To change the address associated with your invest account, please contact our support team. Why can’t I do this myself? To help protect our clients from fraud, we review these kinds of changes individually. What kind of proof do I need?…

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• Q. How Can I Close My Stash Retire Account?

  Turn off Auto-Stash for your IRA account Sell all of the investments in your IRA account Make sure your external bank is linked ***You will not be able to move forward with the process until your investments have settled (up to 3 business days).…

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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 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. Am I ready to open a Retire account?

  Each person’s financial life is different, so there are no hard-and-fast rules for when it’s the right time to open a Stash Retire account. If you’re trying to decide if now is a good time, explore why some people are deciding to open Stash Retire accounts these days.…

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• Q. Do I need Stash Invest and Stash Retire?

  No, you can sign up for just one or the other. But, to ensure you’re saving and investing in the most efficient way for the long term, using both Stash Retire and Invest together may be the way to go. How do I sign up for just Stash Invest?…

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• Q. How do I change my name?

  To change the name on your Stash account, you must have filed a legal name change. Why does it need to be a legal name change? When you started with Stash, we verified your identity to ensure that you were eligible to open an account with us.…

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• Q. How do I see my bank account information?

  You can view your account in the Stash mobile app. Bank information is not viewable on the web version of Stash at this time. How to see your bank account on the Stash app: Open the app Navigate to Account Select Manage External Bank Account under Settings…

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• Q. Who is Stash Retire for?

  Stash Retire is for people who want to save for retirement. You can use Stash Retire in addition to your employer-sponsored 401(K). You can also use Stash Retire if you’ve never saved for retirement before. All you need is $1 to get started!…

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• Q. How much money can I contribute to my Stash Retire account?

  If you’re 49 years old or younger The yearly contribution limit to all IRAs (including Stash Retire) is $5,500. If you’re turning 50 this year (or are older) The annual contribution for people who are turning 50 this calendar year or older is $6,500.…

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• Q. My family member has passed away, what do I need to do to close their Stash account?

  We are very sorry for your loss. This must be extraordinarily difficult for you. Our support team is here to help guide you through this. When you’re ready, email us and tell us the first and last name of the deceased,…

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• Q. Can I still contribute toward last year’s IRA contribution limit?

  It depends. Is it before April 15th (or this year’s tax deadline day)? If the answer is ‘Yes’, you can still contribute under the previous year’s maximum. The deadline to contribute to the previous year’s IRA contribution maximum is the closest business day on or after April 15.…

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• Q. How do I get paper statements?

  All Stash clients will receive a digital statement by default. If you would like to opt-in to receiving a paper statement instead, please reach out to our support team to request this change for your account. There is a fee for paper statements.…

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• Q. I signed up for a Stash Retire account only. Is it possible to now sign up for a personal Invest account?

  At this time, if you want to sign up for a Stash Invest personal brokerage account after signing up for Stash Retire, you can do so on the web or in the iOS app.…

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• Q. Where is my promo money?

  It can take up to five business days for promotional funds to be credited to your account. If you do not see the appropriate amount on the sixth business day, please get in touch with our support team. In your email to them,…

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• Q. Does Stash Retire work with my bank?

  We currently support thousands of banks for Stash Retire. Here is a sample of the banks that are supported on the platform currently: Arvest Bank, Bank of America, BB&T, Capital One, Capital One 360, Charles Schwab, Chase, Citi, Desert Schools Federal Credit Union,…

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• Q. How do I unsubscribe from your marketing emails?

  We make it easy to unsubscribe from marketing emails. There is an “Unsubscribe” link in the footer of every marketing email we send. Just click that link and we’ll stop sending you these types of emails. Please note: You’ll still get emails related to your Stash account and activity.…

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