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How can I close my Stash Retire account?

In order to close your Stash Retire account you must user the web browser

How to Close you Stash Retire Account:

Turn off Auto-Stash for your IRA account
Sell all of the investments in your IRA account

Once the sales have settled visit Stash from a web browser:

  1. Login to your Account
  2. Click your name in the top right corner
  3. Scroll to Close accounts
  4. Select the account you would like to close
  5. Fill out the paperless form required to close an IRA
  6. Click submit to send the closing paperwork.

You can also click here to manage your account

*Note: If you withdraw from your Retire account before the age of retirement, you may be charged a penalty fee from the IRS. Please review the IRS website for additional information. This is not tax advice. Please consult with a tax professional for additional questions.

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