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.
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Hey! How can we help? Below are answers to our most commonly asked questions. How do I transfer money? How do I change my linked external bank account? Will I be given tax documentation? How do I adjust Set Schedule? How do I buy or sell an investment?…2
Q. Cash Back Shutdown
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