How do I close my account?
You can close your Stash Invest at any time. The process is easy and takes a few simple steps.
First, if you have Auto-Stash or Smart-Save turned on, you will need to turn off both. This ensures that no further transfers are pulled from your bank. To learn how to turn off or reschedule your Auto-Stash, click here. To learn how to turn off Smart-Save, click here.
Next, you need to sell all your investments. To learn how to do so, click here.
After all your investments are sold it takes 2 business days for the sales to settle (as designated by SEC regulation). After the settlement period, you can withdraw funds to your bank account, provided they have been in your Stash account for at least 5 business days. This 5-day hold is intended to prevent fraudulent activity on your account.
Please note: Stash does not charge a fee if you have no money in your Stash account for the full 30 previous days. If you wish to preserve your account, you may do so free of charge.
If you don’t want to preserve your account, contact us with your request and we will permanently close your account.
If you need any assistance with this process, reach out to the customer experience team. A member of our team will help to process your request within 1-2 business days.
Q. How can I close my Stash Retire account?
You can close or withdraw funds from your Retire account in just a few simple steps. To initiate the process contact support. First, you will need to sell any investments that you may have in your Retire account. This will make all funds in your account available to withdraw from your cash balance when we…
Q. What are fees for Stash Retire?
For Stash Retire accounts with average daily balances of less than $5,000.00 in the subject month, we will charge a fixed fee of $2.00 per month in advance. Investment advisory fees are not prorated for partial months. For Stash Retire accounts with average daily balances of greater than $5,000.00 in the subject month, we charge…
Q. Why is my available cash balance negative after I deposit funds or sell investments?
Anytime you make a deposit into Stash, there is a five-day hold placed on that amount in your cash balance. We do this to protect our clients from fraud. That means you will not be able to withdraw these funds until the sixth business day after they deposited into your account. During this time period,…
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