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. I signed up for a Stash Retire account only. Is it possible to now sign up for a personal Invest account?
If you wish to sign up for a personal Invest account after signing up for Stash Retire, you can do so on the web here. Unfortunately, there is no way to register for Invest from the app at this time. We apologize for this inconvenience and thank you for your patience.
Q. I didn’t finish signing up for Stash Retire. How do I complete my registration?
If you do not complete the web registration process for a Stash Retire account you can finish using your mobile app if you are on an iOS device. If you use an Android device, you will be directed back to the Retire registration webpage.
Q. My family member has passed away what do I need to do to close their Stash account?
We are very sorry for your loss. Please reach out to us here, and send a message that contains information regarding the deceased and the address where the check with any remaining funds should be mailed. Please advise that in order for us to close out the account Stash will require a copy of the…
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