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 tax forms does Stash send?
Tax Forms Stash May Send You Below you’ll find some of the most common tax forms Stash issues each year. As always, you’ll want to talk to a tax professional about your specific tax needs and situation. Consolidated 1099 If…40
Q. What to do if I don’t see my cash back?
There are a few reasons you might not see your cash back: Your transaction was not made with a card linked in the Stash Cash Back program Your transaction ran as debit, rather than credit The offer was not valid…20
Q. Is there a minimum amount I need to earn to get my cash back earnings?
No, there is no minimum. Anything you earn through the Stash Cash Back program, will be paid out to your Invest Cash Balance monthly. Please note: Your Stash Invest account has a fee of $1 per month. Once your account…47
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