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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.

Add a beneficiary to your Stash Invest account

Please fill out this form, have it notarized, and email it to [email protected]

Add a beneficiary to your Stash Retire account

If you would like to add a beneficiary to your Stash Retire account, please fill out this form and email it to [email protected].Both the beneficiary form for your Stash Retire and your Stash Invest account will require your account number. For directions on how to find your account number.

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