How do I change my bank account?
In order to change the bank account linked to your Stash account you will need to contact our customer experience team. You can reach us at firstname.lastname@example.org. A Stash Customer Experience Associate can then unlink your current bank account, and you will then be able to link a new bank.
Remember, you can only link checking accounts to Stash Invest and Stash Retire accounts.
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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