Then, you’ll pick your subscription plan, starting at just $1/month.
These help us understand your financial goals and provide you with useful advice for everything from budgeting to investing. When you first join Stash, we’ll get to know you by asking some questions. Stash can give you everything you need to manage your money and get more out of your paycheck. To begin investing on Stash, you must be approved from an account verification perspective and open a brokerage account.įollowing an IPO (initial public offering), the price of the newly issued stock can move significantly, so it’s especially important to remember The Stash Way. The subscription Fee is due if a client is receiving Financial Counseling Services regardless of whether or not a client elects to open and/or use a brokerage account. You may continue to receive Stash’s advisory services under this Advisory Agreement pursuant to the Program without opening a brokerage account or should any such account(s) be closed, in which case the advisory services you will receive from Stash will be the Financial Counseling Service which is impersonal investment advice.
This program is subject to Terms and Conditions. To be eligible to receive a Stock Reward, you must complete the account registration process and open an individual taxable brokerage account ('Personal Portfolio') that is in good standing.