Do I need a separate beneficiary for my retire account?
Yes, you will need to designate a beneficiary to your Stash Retire account (even if you already have one for a Stash Invest account).
You can name the same person as the beneficiary of both accounts.
How do I add a beneficiary for my Stash Retire account?
You’ll need to:
- Download and complete the Stash Retire beneficiary form including Stash Retire account number
- Send the completed form to Stash Support by email
How do I find my Stash Retire account number?
First, double-check that you’re in your Stash Retire account. Then:
- Navigate to Account
- Select Bank account
- Scroll down to the bottom
Your account number will be a series of digits and letters, beginning with a 7 or 8.
Related questions View all Retire
Q. How do I pause Recurring Transfers?
You can pause Recurring Transfers in the app or on the web. To pause your Recurring Transfers via the app. 1. Click on Spend from the home screen 2. Click the gear icon in the top right corner 3. Click Transfers,…3
Q. Do I need to sell my SUNOCO (SUN) stock?
You no longer have to sell your shares of SUNOCO (SUN). Please read below for more information on our decision. We heard you loud and clear on our message about Sunoco. We always strive to guide you and help you make good investing decisions.…3
Q. How do I set up automatic dividend reinvestment?
For retirement and custodial accounts, your dividends will be automatically reinvested (at this time we do not offer the option to turn dividend reinvestment off for these accounts) For your personal investment account, follow these steps to start reinvesting dividends into your portfolio.…1
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