Will my retirement money still be available if Stash is goes out of business?
Stash has plans to be around well into your retirement years. However, if anything were to happen to cause Stash to go out of business, your money will be safe. When you open a Stash Retire account you, are opening a brokerage account held by our clearing house Apex Clearing. All of the securities in your Stash Retire portfolio are owned by you.
Through Apex Clearing, Stash Invest accounts and Stash Retire accounts are SIPC-protected (up to $500,000 per account type) against losses resulting from the failure of a broker-dealer. It’s important to know that $500,000 is the standard amount that SIPC offers for investment companies. Important note: Unlike FDIC insurance for banks, SIPC does not protect against losses due to normal swings in the market.
Q. What are the Apex Clearing custodial account maintenance and bank transfer fees?
Below is a list of Apex fees clients may incur that are not included in the Wrap Fee. These fees would be incurred based on a client’s request, beyond our control and accordingly excluded from the fees and services covered by the Wrap Fee. Should a client incur any of these fees, such client will…
Q. What if I’m having issues linking my bank account?
If you are having trouble finding your bank, please try the following: Go to ‘Account’ and select ‘Bank Account’ and then ‘Search All Banks.’ If you type your bank account into the field and can’t find it, select ‘Can’t Find Your Bank.’ This will allow you to manually link your bank to stash with something…
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