Can I transfer investments from Stash Invest account to my Stash Retire account?
At this time Stash does not support transferring funds from your Invest to your Retire account and vice versa.
Any funds you add to your IRA must be made with deposits from your bank account.
In order to move money from your Stash Invest account to your Stash Retire account, you must sell any investments you currently have in your Stash Invest account after the 2-day settling period and withdraw them back to your bank account. Once the proceeds have been sent back to your linked bank account, you can then transfer the funds to your Stash Retire account.
Please remember like any other time you sell an investment from your Stash Invest account even to fund your Stash Retire account, you may be subject to taxes related to the sale.
Q. What are the fees for Stash Invest accounts?
For Stash Invest accounts with less than $5,000 For Stash Invest accounts with average daily balances of less than $5,000.00, we charge a monthly advisory fee of $1.00 per month in advance. For Stash Invest accounts with $5,000 or more For Stash Invest accounts with average daily balances of $5,000.00 or more, we charge a…
Q. Will Stash tell me when to sell my stock shares?
You will be able to sell your shares of stock in the same way that you sell shares of an ETF today. For guidance on how to judge the performance of a company, we recommend that you consult all available resources on learn.stashinvest.com.
Q. What happens to my shares if a stock splits?
A stock split is similar to taking a $100 bill and splitting it into two $50 bills (or five $20 bills). The number of bills you hold increases, but the overall value of your money remains the same. If a stock that you own splits, the number of shares of stock on the market (or…
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