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Stash Investments Robo Advisor Review
ConsumersAdvocate.org Rating: 4.9 / 5 (Excellent)
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How is Stash rated?
Breakdown
Overall Rating: 4.9 / 5 (Excellent)
Stash Account Features
Features - 5 / 5
Robo-advisor Type | Fully Automated |
Account Minimum | $5 |
Goals | Save for Retirement General Investing |
Integration with Other Accounts | Checking Account |
Types of Assets | Stocks ETF Portfolios |
Access to Financial Advisors | No |
Automatic Portfolio Rebalancing | No |
Tax Loss Harvesting | No |
Investment Focus
Stash Fees & Commission
Pricing and fees - 5 / 5
Billing Frequency | Monthly |
Commission | Zero add-on trading commissions*** |
Stash Reputation & Customer Service
Reputation - 4.8 / 5
Year Founded | 2015 |
Consumer Financial Protection Board (CFPB) Complaints | 0 |
SIPC Membership | Yes |
BBB Rating | F |
Trust Pilot Rating | 3.5 out of 10 |
Contact Methods | Phone Email |
Mobile App | Yes |
Date Collected | 2021-01-21 |
Company Profile
Full Name | Stash Investments Robo Advisor |
Company Website | |
Headquarters | 500 7th Ave, Floor 18, New York, NY, 10018 |
Disclaimers
**Program is subject to Terms and Conditions. Stash Stock-Back® Rewards is not sponsored or endorsed by Green Dot Bank, Green Dot Corporation, Visa U.S.A., or any of their respective affiliates, and none of the foregoing has any responsibility to fulfill any stock rewards earned through this program. In order to earn stock through this program, the Stash Debit card must be used to make a qualifying purchase (What doesn’t count: Cash withdrawals, money orders, prepaid cards, and P2P payments. See Terms and Conditions for more details). In order for a user to be eligible for a Stash debit account, they must also have opened a taxable brokerage account on Stash. Stock-Back® Rewards that are issued into a participating customer's personal brokerage account via the Stash Stock-Back® Program, are not FDIC Insured, Not Bank Guaranteed and May Lose Value. Investing involves risk. Holdings and performance are hypothetical. Listed investments currently available on Stash but not necessarily representative of all investments. See full investments: https://www.stashinvest.com/investments/stocks.
***You’ll also bear the standard fees and expenses reflected in the pricing of the ETFs in your account, plus fees for various ancillary services charged by Stash and the custodian. For current fee schedule, please see the Stash Wrap Fee Brochure. Other fees apply to the debit account. Please see Deposit Account Agreement for details.
****In addition to 2x Stock-Back® rewards on all qualifying purchases, as a Stash+ subscriber, you’ll exclusively be eligible for bonus Stock-Back® offers on certain purchases. See full terms and conditions. Metal cards will start being shipped Fall 2019. Members will receive a plastic debit card until the metal card ships.
Investment advisory services offered by Stash Investments LLC, an SEC registered investment adviser. This material has been distributed for informational and educational purposes only, and is not intended as investment, legal, accounting, or tax advice. Investing involves risk.
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