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. 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. 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. 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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