Can I transfer investments from Stash Invest account to my Stash Retire account?
Contributions towards IRAs must be made in cash. In order to transfer funds from your Stash Invest account to your Stash Retire account, you must first liquidate the funds within your Stash Invest account. Once the proceeds have been received to your linked bank account, you will be free to transfer the cash to your Stash Retire account.
Please bear in mind that if you are to sell funds from your Stash Invest account to fund your Stash Retire account, you may be subject to taxes related to the sale.
Q. What are the Apex Clearing custodial account maintenance and bank transfer fees?
Below is a list of Apex fees clients may incur that are not included in the Wrap Fee. These fees would be incurred based on a client’s request, beyond our control and accordingly excluded from the fees and services covered by the Wrap Fee. Should a client incur any of these fees, such client will…
Q. What if I’m having issues linking my bank account?
If you are having trouble finding your bank, please try the following: Go to ‘Account’ and select ‘Bank Account’ and then ‘Search All Banks.’ If you type your bank account into the field and can’t find it, select ‘Can’t Find Your Bank.’ This will allow you to manually link your bank to stash with something…
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