Ask Stash

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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