Why does Stash need my social security number?
There are two main reasons we need your Social Security number:
- 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.
Your Social Security number is only used to verify your identity. Stash does not perform a credit check.
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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