What do I need to start using Stash?
In addition to being over age 18, here’s what you need to get started with Stash:
- A bank account with a U.S. bank
- A Social Security number
- U.S. citizenship, a Green Card, or certain visas
- $5 (or more) to make your first investment
You’ll also need to answer a few questions about yourself, including ones about your investing preferences.
Why does Stash require a Social Security number?
To use Stash you must have a Social Security number. We need this for two reasons:
- The Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person opening an account.
- Stash issues all clients a tax reporting form at the end of the year and we need your SSN to do this.
Learn about [why Stash is only available to U.S. citizens and certain visa holders] at this time.
Related questions View all Getting Started
Q. What investing strategy should I use?
At Stash, we promote something we call The Stash Way. These three principles can help get you started and make you a more confident investor over the long-term. Invest regularly You don’t need to have a lot of money to…40
Q. Where are my tax documents?
Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile. Stash will make your relevant tax documents available online by February 15th. To find them in…14
Q. How do I sell an investment?
You can sell investments in the app or on the web. If you choose to sell, you can either sell part of an investment or sell the entire investment. To sell investments in the app Select the investment you want…156
Didn’t find your question?
Shoot us your question and our Stash experts will get back to you.Submit a question
Intro to Stash: Everything You Need To Know To Start Investing
The Stash Way is a few simple principles at the core of investing with Stash.
Fiduciary 101: Why it’s Our Job to be Your Advocate
It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.
Debt and Equity: What Every Smart Investor Needs to Know
You can invest in debt & in equity, but do you really know what that means? We break down the jargon.