• Q. What happens to my account if Stash goes out of business?

  We have every intention of sticking around for the long term. However, if anything happens to Stash that required us to close up shop, you would maintain control of your account. No matter what, your investments are always yours. All Stash accounts are held by our trusted partner and custodian Apex Clearing,…

• Q. How is my money on Stash protected?

  No matter what, your investments are always yours. All Stash accounts are held by our trusted partner and custodian Apex Clearing, a registered broker-dealer regulated by FINRA. At Apex, your investments are protected up to a maximum of $500,000 total, including $250,000 in cash balances through the Securities Investor Protection Corporation (SIPC).…

• Q. Why does Stash need my social security number?

  Stash takes safeguarding your personal information very seriously—we use it only for identification purposes, and we never perform credit checks.  As a financial service institution, we’re required by law to obtain, verify, and record identification information. In addition, your social security number is needed to prepare an annual tax reporting form for you.…

• Q. How do I protect my Stash account?

  Stash accounts require a unique user ID,  password, and PIN. You also have the option of using biometric/fingerprint recognition for account access, which can help keep your account secure. We also recommend always logging out after use. We automatically log you out of the app after periods of inactivity and require you to enter your passcode to get back in.…

• Q. How can I reset my password?

  If you’ve forgotten your password you can quickly reset it using the steps below.  Resetting your password in the app: Open Stash Tap login, in the top right corner  Tap forgot your password  Enter your email address, which is associated with your Stash account You will receive an email with the title of “Stash password reset”         …

• Q. Why is my account locked?

  A Stash account may be locked if we need to verify information with you or if there’s been a problem with a transfer. If your account is currently locked, please get in touch with our support team.…

• Q. What is Apex?

  Apex Clearing is our custodian firm that handles services for your account. These services include custody of assets, reporting, trade confirmation, settlement, and securities delivery.  Apex Clearing is also a broker-dealer and FINRA/SIPC member. FINRA: Financial Industry Regulatory Authority SIPC: Securities Investor Protection Corporation …

• Q. What happens to my account if Stash is acquired?

  Stash plans on being around for a long time. However, if we were to be acquired, you would maintain complete control of your investment accounts. No matter what, your investments are always yours. All Stash accounts are held by our trusted partner and custodian Apex Clearing,…

• Q. Is Stash safe?

  Stash follows the highest standards for data protection. We use bank-level security, the kind used by the wider financial industry, as part of our system that keeps your data secure. Stash employs 256-bit encryption to protect all your information, from personal data to transaction history.…

• Q. Why do I need to reconfirm my external bank account connection?

  There are two reasons why you may need to confirm your external bank account connection: You’ve changed your login information with your bank. When you update your login credentials (like resetting your password), our connection with your bank needs to be updated as well.…

• Q. What is Stash’s DTC number?

  The Depository Trust Company (DTC) is a settlement clearing company for investment firms and broker-dealers. Stash uses the DTC number for our custodian, Apex Clearing. The number is 0158.…

• Q. Why is Stash asking me for photo ID?

  We take your privacy very seriously—when you open an account with us, we want to make sure it’s really you to protect against things like identity theft. So, if we ask you for a photo of your government-issued identification, don’t worry.…

• Q. Is my money safe?

  Encryption When you use Stash, your information is encrypted and stored on secure servers. Custodial holding Your funds and securities are held by our custody and clearing partner, Apex Clearing Corporation. At Apex, your investments are protected up to a maximum of $500,000 total,…

• Q. Can I reopen my Stash account?

  Welcome back to Stash—we’re glad you’re here! You can easily reopen your Stash account in just a few minutes. Follow these steps to reopen your account: Login to your Stash account on the app or web using your same username and password.…

• Q. What is the FDIC Sweep Program?

  Stash accounts are enrolled in an interest-bearing Federal Deposit Insurance Corporation (FDIC) insured Sweep Program (“Sweep Program”) offered through our custody and clearing partner, Apex Clearing Corporation. Uninvested money in your Stash account (AKA your Available Cash Balance) is automatically transferred to the Sweep Program.…

• Q. How do I update or change my name?

  If you need to change your first or last name, you’ll have to contact Support. Before you do, here’s a list of the documents you should have on hand in order to complete the name change process: Government-issued ID showing your new name Marriage certificate Divorce certificate Certified court order You won’t need all of these documents,…

  • change my name
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• Q. What’s Plaid?

  Plaid is a technology that allows for people to connect their financial accounts to a mobile application. It makes it possible for your external bank and Stash to talk to one another. When you link Stash to your external bank, Plaid encrypts your bank information,…

• Q. How do I update or verify my email address?

  It’s super simple to change the email address associated with your Stash account. Here‘s how to get started. In the app: Open Stash. From the Home screen, tap on the icon on the upper left hand corner. For iOS, it will be your initials or picture,…

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  • update my email address

• Q. Password Help

  Questions about logging in? We’ve got your answers right here. If you forgot your password: Can’t remember your password?  Reset it here. If you want to change your password: To change your password, you must be logged in. Here’s how to update your password in the app: Open Stash. …

• Q. How do I lock my Stash Stock-Back Card?

  Misplaced your wallet and worried that fraudsters have it? Don’t panic—Stash offers the ability to lock and unlock your Stock-Back Card¹ (your debit card). You can keep looking for your card without worrying about unauthorized transactions. Locking is easy—here’s how: In the app: Open Stash.…

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