Your Stockpile account is moving to Stash

Stockpile is winding down its services. Your custodial investment account will be securely transferred to Stash so you can keep investing for your future without interruption.

What to expect

Do I need to do anything?

No. There’s nothing you need to do right now.

We’ll handle the transfer for you. When your account is ready on Stash, we’ll send clear steps to create a Stash account and access everything.

When is this happening?

Stockpile has started a 30-day transition period.

Your custodial accounts will automatically move to Stash at the end of that window.

You’ll continue to have access to your Stockpile account for a limited time before it’s transferred. When the transfer is complete, we’ll guide you on how to access your account on Stash.

Will I have access to my money during the transfer?

Yes. You will remain custodian the entire time.⁵

There may be a short window during the transfer where trading is paused, but your account positions won’t change and all funds will remain accounted for.

Will my investments stay the same?

Yes. Your investments will transfer over as they are today.

• Your holdings stay invested

• Your account value moves with you

• No need to sell or rebuy anything

The only exception is that any cryptocurrency positions will be converted to cash before the transfer and added to your account cash balance.

Will my child’s account stay the same?

Your child’s custodial account will remain a custodial account.

The beneficiary and account structure are saying the same. You won’t need to set up another custodial again.

What you get with Stash

Stash is an easy-to-use financial app that combines investing with built-in guidance.

You’ll be able to do everything you do today with your child’s account, and you’ll have access to more if you want it.

With Stash, you can:

• Keep investing for your child exactly as you do today

• Access guidance to help you decide what to do next and understand your progress

• Invest for yourself within the same app

• Add a retirement account (IRA) with a 3% match on contributions¹⁴

• Use managed investing if you prefer a more hands-off approach with expert management

We’re excited to welcome you to Stash—joining more than 1 million people already investing with us.

What do I need to do once it transfers?

Once your account transfer is complete:

• You’ll receive an email from Stash

• You’ll log in (or create your account)

• You’ll see your investments and can continue from where you left off

What happens if I don’t do anything?

If you choose not to set up a full Stash account, your account will remain active with a $3.99 monthly maintenance fee.

You’ll still be able to view your account by logging in through our clearing partner, Apex. If you’d like to sell investments or withdraw funds, you can contact Stash Support and we’ll help process those requests.

We’re here to make this easy

We’re here to make this transition simple and seamless, so you can keep investing without interruption.

If you have questions at any point, Stash Support is here to help.