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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:

  1. A bank account with a U.S. bank
  2. A Social Security number
  3. U.S. citizenship, a Green Card, or certain visas
  4. $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:

  1. The Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person opening an account.
  2. 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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