Q. What makes Stash different?
Stash lets you choose investments from a curated set of options that have been picked for you based on the answers to the questions we ask when you sign up. That way, you know what you are investing in – and you can invest in what matters to you. Stash lets you start small, with…
Q. How will I be charged the fee?
For Stash Invest accounts with average daily balances of less than $5,000.00 in the subject month, we will charge a fixed fee of $1.00 per month in advance. Investment advisory fees are not prorated for partial months. For Stash Invest accounts with average daily balances of greater than $5,000.00 in the subject month, we charge…
Q. How are fees calculated?
Your first month is free! After that, Fees will be calculated for the upcoming month based on the average daily balance of the previous month, NOT the account balance on the first, last or any single day during the month. The fee for the subject month will be assessed at or near the anniversary date…
Q. Will I still pay the 0.25% fee if the market changes and my portfolio falls below $5000?
We use the average daily balance in your account each month to calculate your fees. If your average daily balance for the month falls below $5000, you will not pay the 0.25% fee, you will revert back to the $1 per month fee for Stash Invest or $2 per month fee for Stash Retire.
Q. I received an overdraft fee because of my Stash account. What should I do?
The best way to avoid this fee is by double checking that you have enough money in your checking account (taking into consideration any automated debits you may have set up for bills, rent, etc.) before you initiate a transfer or a buy through your Stash app. However, if you’ve already made an accidental overdraft,…
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