Can I transfer investments from Stash Invest account to my Stash Retire account?
At this time, it’s not possible to move investments directly from Stash Invest to Stash Retire.
Why can’t I move investments directly from Stash Invest to Stash Retire?
This is because contributions to IRAs must be in cash.
So what do I do if I want to investments from Stash Invest to Stash Retire?
First, if you are looking to sell your investments in Stash Invest, you must do that before anything else. There is a two-business-day waiting period before you can move this money back to your bank account.
You can move any money in your ‘Withdrawable Cash’ to your bank account at any time.
Once your money has settled in your linked bank account, you are free to transfer the money to your Stash Retire account.
Please note: If you sell investments in Stash Invest to fund your Stash Retire account, you may be subject to taxes related to the sale.
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Q. What does my Total Stash Value include?
Total Stash Value is the total value of all the investments and cash in all your Stash accounts as of the date and time you log onto the app. For example, if you have opened both personal and retirement portfolios,…0
Q. How are Stash Invest fees calculated?
Fees are calculated on the average daily balance of the previous monthly period and are billed during the monthly period for which investment advisory services are performed. Remember, the monthly advisory fee is based on the full previous monthly period…55
Q. Will I still pay the 0.25% fee if the market changes and my portfolio falls below $10,000?
It depends. We use the average daily balance in your account each month to calculate your fees. This means, if the average daily balance for your Stash Retire account is less than $10,000, then your monthly fee will be $2…148
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