![]() Double stock rewards on your Stock-Back Card.Ability to open custodial accounts (either a Uniform Gift to Minors Act or Uniform Transfer to Minors Act) for up to two children.Everything in the Beginner and Growth plans.The features of the Stash Plus plan at $9 a month: Access to a robo-advisor through the Smart Portfolio feature.Option to open a traditional or Roth IRA.Here is what you get with the $3 a month Growth plan: A banking account with a Stock-Back debit card.Ability to buy fractional shares of companies (stocks) and themed bundles (ETFs).A “personal investment account,” which is basically a taxable brokerage account.Here are the features of the Beginner plan for $1 month: Let’s dive into these plans to help you determine which one is right for you. With all three plans, you get a banking account (through Green Dot Bank), a rewards debit card, and a small life insurance policy (if you are between the ages of 18 and 54). When you decide to invest through the Stash app, you will need to choose one of three monthly subscription plans: Beginner is $1 per month Growth is $3 per month and Stash+ is $9 a month. Yes, through partner Green Dot Bank, with all plans Individual brokerage accounts traditional IRA Roth IRA UMGA & UMTA custodial accounts Smart Portfolio requires $5.īeginner, $1/month Growth, $3/month Plus, $9/month No minimum to open an account, but some products require a $1 deposit (bank account, Stash Retire, Stash custodial accounts). Pick one of the three plans: Beginner, Growth or Stash Plus (aka Stash+) and agree to the terms and conditions.Finally, you will reach the “Secure” part of the account setup, where you tell Stash your citizenship status, your social security number (you are opening up a brokerage account with Stash so you need to provide it), your address, other questions that are typically asked when you open up a brokerage account.You will be asked your employment status, your employer name, your job title, your pre-tax household income, your estimated net worth, filing status, how you’re saving for retirement, your investing experience, your investing goals, and your investing time horizon.Once you are done with the basics, you will answer a series of questions to “Personalize” the experience.Select from a list what you are interested in (I don’t know how much this selection really matters, I just selected, “Invest & build wealth”).Stash will ask you to create a PIN for when you log in.Next, Stash will send you a four-digit security code via either text or phone call for you to enter in order to continue setting up your account. Next comes your personal information: First name, last name, when you were born, and your phone number.Enter your email and secure password (it must contain at least one uppercase letter and at least one number).Stephen did a similar offer with Stash last year and said everything tracked and it was easy to cancel, so this seems like a modest winner.How to Install the Stash App and Start InvestingĪfter you install the Stash app, Stash will ask you for a bit of information about yourself, starting with “The Basics.” Here’s how to set up your account: Make sure you deposit the $5 into your portfolio, NOT personal banking. ![]() It will cost you $1, but you’ll be more certain of avoiding any sort of clawback or tracking error. I would wait to cancel Stash until after the points hit SwagBucks.
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