Setting up Your Stash Account
Q. What am I investing in on Stash?
With Stash, the thousands of investment choices fall into buckets. The first bucket is stocks, which are little pieces of ownership in a single company. The second is Exchange Traded Funds (ETFs), which are baskets of investments traded on stock exchanges.…
Q. What makes Stash different?
Stash stands out from the crowd in a few ways. Here’s how: Stash tailors investments to your interests and beliefs With us, you choose investments from a curated set of options that have been picked by our team and suggested to you based on the answers to questions we ask when you sign up.…
Q. How do I change my risk level on Stash?
Our risk assessment tool works to help you invest your money in a way that’s customized for your situation. Right now it’s not currently possible to override your risk level. What happens if my job or income changes? Things change. We get it.…
Q. What do I need to start using Stash?
You only need a few things to get started with Stash: Four dollars ($4) – $3 for your monthly subscription fee and at least $1 to put in your Personal investment account. A bank account with a U.S. bank A Social Security number U.S.…
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 change my address?
Moving can be a hassle. We get it. You can update your address at any time right from the Stash app. **IMPORTANT NOTE: YOU MUST UPDATE BOTH YOUR BANKING ADDRESS AND YOUR INVEST ADDRESS SEPARATELY. UPDATING JUST ONE OF THESE ADDRESSES WILL NOT UPDATE THE OTHER ADDRESS.** Update Your Stash Banking Address1 Login to the Stash app.…
Q. How do I add a beneficiary to my account?
While you cannot share an account with someone, you can designate a beneficiary on your account. This will allow them to claim ownership of the account in the event that you are deceased. Both the beneficiary form for your Stash Retire and your Stash Invest account will require your account number.…
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