This is where they’ll send a check with the money from the account, so you’ll want to make sure this address is accurate. They’ll also request for you to share your primary address. They’ll typically ask for additional support information, and this is when you respond with your copy of the death certificate and the small estate affidavit confirming you’re the beneficiary. The Slash team will follow up with you within a few days via email. Their support team will follow up with you after the initial message. ĭon’t include any additional files or information at this time. The account is for, their phone number is, and the email address associated with the account is. I am requesting his/her account to be closed after his/her death on. Here is a template to simplify the process: Under “Description,” share your request for the account closure. Step 3: Request the account closureįirst, include your email address so they have a way to contact you with any further questions or confirmation. Type “Contact by email.” If you don’t get a support box right away, click “No, show me more” until it does. Under “Didn’t find your question?” click “Ask your question.”Ī chat box will appear in the corner of the page. To do this, go to the Stash support page. When you’re ready, contact Stash support via email.
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Otherwise, here’s how to close a Stash account for someone else.
If you have access to their password, go directly to “how to close your own Stash account” below to complete those steps. Just as you cancel credit cards after a death, you will also need to close their investment accounts.ĭepending on whether you have access to your loved one’s Stash password, this could be a simple or complicated process. If you’re in charge of executor duties for a loved one who’s recently deceased, you’ll want to make sure you delete all of their accounts securely. How to Close a Deceased Loved One’s Stash Account We have a post-loss checklist that will help you ensure that your loved one's family, estate, and other affairs are taken care of. Tip: The other aspects of handling a loved one's unfinished business can be overwhelming without a way to organize your process. How do you close a Stash account? Read on for a step-by-step guide. Because you’re closing investment accounts, you’ll want to make sure your funds and investment profile are both secure and transferred during this process. Whether you’re closing an account on behalf of a loved one or you’re closing your own Stash account, it’s not always easy to understand how to close your account. How to Close a Deceased Loved One's Stash Account.However, there might come a time when you need to close your Stash account for good. Though it has higher fees than similar competitors, Stash makes investing approachable and accessible to all. Stash is a simplified investment platform for beginning investors. As an Amazon Associate, we earn from qualifying purchases. We also may earn commission from purchases made through affiliate links. We follow a strict editorial process to provide you with the best content possible.