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:
- Login to your Account
- Click your name in the top right corner
- Scroll to Close accounts
- Select the account you would like to close
- Fill out the paperless form required to close an IRA
- 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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