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. Can I sell a portion of my investment?
Yes, you can sell part of an investment. However, if you are looking to sell just a portion of a specific investment, we require you to keep at least 10% and/or at least $5 of that investment at the time…51
Q. Can I use Stash for day trading?
Stash is for building a smart, diversified portfolio and helping people invest for the long term — not day-trading. We only have two trading windows per day and do not believe in intra-day day-trading unless you are a professional.18
Q. What does ETF stand for?
ETF stands for Exchange-Traded fund. Exchange-Traded means you can buy and sell ETFs on public stock exchanges like the Nasdaq or the New York Stock Exchange. In this context, a fund is a bundle of assets (usually stocks,…20
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