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How To Cancel Stash Invest Account. Stash Invest Closing Account Fee.

2022 Stash Invest account closure fee. Cost and how to close brokerage investing or IRA accounts online. Stash Invest canceling fees.

How to Close a Stash Brokerage Account

If you want to cancel your subscription to Stash or close your brokerage account with the company, the process isn’t too difficult; although it does vary depending on what exactly you want to cancel. Here’s all the information you need:

Cancelling a Subscription vs. Closing an Account

If you want to cancel a Stash subscription altogether, it’s quite easy to do so online. You’ll have to use the website, though, as a Stash subscription cannot be closed via the company’s mobile app.

If you want to keep your Stash subscription but close a portion of it, such as a brokerage account, you can’t use either the mobile app or the website. You have to contact customer support at (800) 205-5164.

If you close an IRA, you first must liquidate all of your holdings and wait for the transactions to settle. Moreover, the broker requires that Auto-Stash services be turned off. Stash will not close an IRA until both of these have been done.

If you close a taxable account, Stash will automatically sell your holdings and transfer the resulting cash balance to your linked bank account. This process can take up to 2 weeks to complete.

Closing a Beginner or Growth Subscription

The process for closing a Growth or Beginner subscription is the same. The first step is to log into your account via the Stash website. In the upper-right corner you’ll see your name. Click on this link and you’ll get a new page with a vertical menu on the left-hand side.

About mid-way through the list of selections is a Subscription link. Click on this and you’ll get another page with details on your current subscription. In the Your plan menu there is a Manage link. Click on this link and scroll to the bottom of the new page. You’ll see a Close my Stash for good link. Click on this and you’ll be able to cancel your subscription.

After you close your Stash subscription, you may receive an email asking for feedback. This is a common practice and gives you an opportunity to help Stash improve.

How to Cancel Stash Account

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Closing a Stash+ Subscription

To close a Stash+ plan, you first need to head over to the Manage account section and click on the Close account link to close your brokerage account. If there are multiple accounts, there will be multiple links. If you have a custodial account, you’ll have to call customer service to close it.

After closing your accounts, you then must go through the steps for the Beginner and Growth plans mentioned above, starting with the Subscription link.

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Transferring a Stash Account

If you would rather just transfer your Stash brokerage account to another firm, you can use the Automated Customer Account Transfer (ACAT) service. To accomplish this e-transfer, you’ll start at the broker you want to transfer into and select Apex Clearing Corporation as the outgoing broker. This is Stash’s clearing firm. When filling out the online transfer form, you’ll want to use the account number on your Stash account statement.

You’ll need to open a matching account at the new broker before starting the transfer application. Both accounts must be the same type (individual, IRA, etc.) and must have the same names.

Be aware that Stash charges a $75 outgoing transfer fee. If you move your account to TD Ameritrade, they will reimburse up to $75 of this ACAT fee (must have a minimum $2,500 account balance).

Alternative to Stash

TD Ameritrade is a great option that provides stocks and ETFs trading without commissions and fees.

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About the Author
Chad Morris is a financial writer with more than 20 years experience as both an English teacher and an avid trader. When he isn’t writing expert content for, Chad can usually be found managing his portfolio or building a new home computer.