Q. I just sold my investments and I want to withdraw the money from that sale. Why can’t I withdraw the amount?
Sales take two business days to settle according to U.S. laws. After two business days, your money will be added to your ‘Available to Withdraw’ in the Stash Cash section of your portfolio. When you can see that amount in your ‘Available to Withdraw’, you can withdraw. Please note: Business days are Monday through Friday,…
Q. What do I need to start using Stash?
Not much! All you need to get started Stashing is $5, information to link your bank (online login information or account/routing numbers), your social security number, a U.S. citizenship (or green card and certain visas) and answers to a few questions about yourself. Stash wants to make it as simple as possible for you to…
Q. What is the Stash Wrap Fee Brochure?
The Stash Wrap Fee Brochure is part of Stash’s Form ADV, which is the uniform form used by investment advisers to register with the Securities and Exchange Commission (SEC). The Wrap Fee Brochure requires investment advisers to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered,…
Q. Why does Stash need my social security number and address?
The Patriot Act requires all financial institutions like Stash to obtain, verify, and record information such as your name, address, date of birth and social security number that identifies each person opening an account. Stash does not perform a credit check and your full social security number is not visible to anyone here at Stash.…
Q. Can I take my money out at any time?
Yes, you can withdraw your funds, provided that the funds are not invested and that they have been in your account for at least 5 business days. If your funds are invested, you will need to sell them first. After the sale is processed, it takes 2 business days for your funds to settle in…
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