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
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.
Q. How can I close my Stash Retire account?
You can close or withdraw funds from your Retire account in just a few simple steps. To initiate the process contact support. First, you will need to sell any investments that you may have in your Retire account. This will make all funds in your account available to withdraw from your cash balance when we…
Q. What are fees for Stash Retire?
For Stash Retire accounts with average daily balances of less than $5,000.00 in the subject month, we will charge a fixed fee of $2.00 per month in advance. Investment advisory fees are not prorated for partial months. For Stash Retire accounts with average daily balances of greater than $5,000.00 in the subject month, we charge…
Q. Why is my available cash balance negative after I deposit funds or sell investments?
Anytime you make a deposit into Stash, there is a five-day hold placed on that amount in your cash balance. We do this to protect our clients from fraud. That means you will not be able to withdraw these funds until the sixth business day after they deposited into your account. During this time period,…
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