FAQ: Account Management

By Stash Team
Last updated June 9, 2026

Your Stash account settings protect your access, your tax documents, and your ability to keep investing without avoidable delays. This FAQ shows you how to reset your password, verify your phone or email, update personal information, find statements, add a beneficiary, and reopen an account.

Stash is built to be a financial advisor in your pocket. That only works when your account details are current and secure. Use the steps below, and contact Support when a change requires identity verification.

Before you update your account

A few things can make account changes faster:

• Use the latest version of the Stash app, or sign in on the web.

• Keep your legal name, residential address, phone number, and email up to date.

• Have a government-issued ID ready for name changes or security-related updates.

• Never share your Stash password, verification codes, or full account number with anyone.

• If you cannot log in, call Stash Support at 1-800-205-5164, Monday through Friday, 8 a.m. to 8 p.m. ET, or email [email protected].

Password and log-in support

Forgot your password?

If you sign in with an email address and password, reset your password here.

You’ll receive password reset instructions by email. For security, use the newest reset email if you requested more than one. Older reset links may stop working.

Need to change your password?

If you use your email address to sign in:

1. Go to https://login.stash.com.

2. Enter your email address.

3. Select Reset Password.

4. Follow the instructions sent to your email.

If you use your Google or Apple ID to sign in:

Your Stash sign-in may be tied to your Google or Apple credentials. If you need help changing your sign-in method or cannot access that Google or Apple account, contact Stash Support at 1-800-205-5164, Monday through Friday, 8 a.m. to 8 p.m. ET.

I can’t log in because my phone number or email changed. What should I do?

Contact Stash Support. For your protection, Stash may need to verify your identity before updating the phone number or email address tied to your account.

That can feel like a speed bump, but it is there for a reason: your phone and email are key parts of account security.

Phone and email verification

How do I update or verify my phone number?

Update or verify your phone number here.

You can usually update your number from the app or web in a few minutes. If you are unable to log in, call 1-800-205-5164, Monday through Friday, 8 a.m. to 8 p.m. ET, or email [email protected].

How do I update or verify my email address?

Sign in to Stash and go to your account settings to update or verify your email address. You may also be prompted to verify your email after signing in.

If you need help getting to the verification flow, start here or contact Support.

What if I haven’t received the verification email?

Verification emails can take a few minutes. If it has been more than 15 minutes:

1. Check that your email address is spelled correctly.

2. Check Spam, Promotions, Updates, and other filtered folders.

3. Search your inbox for Stash or Please verify your email address.

4. Request a new verification email.

How do I request a new verification email?

1. Sign in to your Stash account.

2. Go to the Email section.

3. Select Verify.

4. Open the newest email from Stash titled Please verify your email address.

5. Follow the prompts.

Important: If you request a new verification email, the link in the previous email will no longer be valid. Use the most recent email.

Address changes

Your address matters for account records, tax forms, regulatory notices, and identity verification. Update it as soon as possible after you move.

Important: You may need to update your investment address and your Banking address separately. Updating one does not automatically update the other.

Update your Banking address

If you have Banking features with Stash, follow these steps:

1. Tap Banking or Cash Balance on the home screen.

2. Tap the gear icon in the top-right corner.

3. Tap Billing and Mailing Address in the Change Account Information section.

4. Tap Residential Address and enter your new residential address.

5. Follow the prompts to finish updating your address.

Note: Updating your Banking address will not update your investment address.

Update your investment address

1. Tap your initials on iOS, or the menu or gear icon on Android.

2. Tap Address.

3. Tap Change Address.

4. Enter your new residential address.

5. Follow the prompts to finish updating your address.

Note: Updating your investment address will not update your Banking address.

Can I use a P.O. Box as my residential address?

For investment accounts, you generally need a physical residential address for identity and regulatory purposes. A P.O. Box may be acceptable as a mailing address in some cases, but it usually cannot replace your residential address.

How do I update or change my name?

If your legal name changed, contact Customer Support. Stash will need documentation before updating your account.

You may be asked for one or more of the following:

• Government-issued ID showing your new name

• Marriage certificate

• Divorce certificate

• Certified court order

You won’t need every document on this list, just the documents that apply to your name change.

When you’re ready, call 1-800-205-5164 from 8 a.m. to 8 p.m. ET, Monday through Friday, or email [email protected].

Where can I find my Stash investment account numbers?

You can find investment account numbers on statements and trade confirmations.

To find your account number for a Personal Portfolio, Smart Portfolio, Custodial account, or Retirement account:

1. Tap your initials on iOS, or the menu icon on Android.

2. Select Statements and Documents.

3. Select Portfolio Statement or Trade Confirmation.

4. Look for the account number in the upper-left corner of the document.

Treat your account number like sensitive information. Share it only when you know it is needed and you trust the recipient.

When and where can I view my account statements?

Stash generally sends account statements by email during the first week of the month. If your account had no activity during the previous month, a monthly statement may not be generated. You’ll still receive a quarterly statement.

Bank holidays, market holidays, weekends, and processing times can affect when statements appear.

View investment statements in the app

1. Sign in to the Stash app.

2. Tap your initials on iOS, or the menu icon on Android.

3. Scroll to Documents and tap Portfolio.

4. Tap Portfolio statements under the portfolio you want to view.

View investment statements on the web

1. Sign in to Stash on the web.

2. Click your name in the upper-right corner.

3. Click Statements and tax documents.

4. Click Account statements under the portfolio you want to view.

Where can I view Banking statements?

Need to view Banking statements? You can find those steps in this article.

Are account statements the same as tax forms?

No. Statements show account activity for a month or quarter. Tax forms are used for tax filing and may include forms such as 1099, 1099-R, or 5498, depending on your account activity and account type.

Tax forms often arrive on a different schedule than monthly statements. If a tax form applies to your account, check the Statements and tax documents section in the app or on the web.

How do I add a beneficiary to my account?

A beneficiary is the person you designate to claim ownership of eligible account assets if you pass away. A beneficiary does not get access to your account while you are living, and adding one does not create a shared account.

Example: If you name your spouse as beneficiary on an eligible investment account, that does not let them trade in the account today. It means they may be able to claim the account through the beneficiary process if you die.

Beneficiary rules can differ by account type, so use the correct form.

Add a beneficiary to your Stash Invest portfolio

• Fill out this form, have it notarized, and email it to [email protected].

Add a beneficiary to your Stash Retire portfolio

• Fill out this form and email it to [email protected].

Add a beneficiary to your Banking account

• Fill out this form and email it to [email protected].

Before sending a beneficiary form, make sure you include the correct account number. For investment accounts, follow the account number steps above. For Banking account numbers, use these instructions.

Can I reopen my Stash account?

Welcome back. In many cases, you can reopen your Stash account in a few minutes.

1. Sign in to Stash on the app or web using the same username and password.

2. Follow the prompts to reopen your account. You may be asked to:

   1. Confirm your personal information.

   2. Pick the plan that fits your needs.

   3. Set up payment.

   4. Accept the current Terms and Conditions.

3. If you only need to reopen Banking features, call 1-800-205-5164, Monday through Friday, 8 a.m. to 8 p.m. ET, or email [email protected].

If you cannot access the email or phone number from your old account, contact Support before creating a new account. That helps prevent duplicate-account issues.

Account management FAQ

Why does Stash ask me to verify my phone number or email?

Stash uses your phone number and email to help protect your account, send important notices, and confirm certain changes. Keeping both current helps prevent avoidable lockouts.

Can I have more than one Stash account?

Stash accounts are generally tied to your identity. If you think you created a duplicate account, contact Support so the issue can be reviewed.

Can I share my Stash account with someone else?

No. Your Stash account is for you. You can add a beneficiary to eligible accounts, but that is different from sharing access or ownership while you are living.

How long does it take to update account information?

Simple updates, like verifying an email or phone number, may happen quickly. Changes that require document review, such as a legal name change, can take longer.

What should I do if my account information looks wrong?

Do not ignore it. Check your profile, documents, and recent account activity. If something still looks off, contact Stash Support at 1-800-205-5164 or [email protected].

What is the safest way to contact Stash?

Use the Stash app, the Stash website, 1-800-205-5164, or [email protected]. Stash will never ask you to share your password or verification code by email or text.