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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.

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