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Stash

Investment platform · United States

About the company

Legal company nameStash Capital LLC · Stash Investments LLC · Stash Financial, Inc.
Year founded2015
Headquarters / registered countryNew York, United States
Websitewww.stash.com
Last checked11.11.2026

According to its official website, Stash is the digital financial services brand of New York-based Stash Financial, Inc., founded in 2015 by Brandon Krieg and Ed Robinson; the site refers to more than 1 million active subscribers and around $5 billion in assets managed. Advisory products and services are offered by Stash Investments LLC, an SEC-registered investment adviser; Stash Capital LLC, an SEC-registered broker-dealer and FINRA/SIPC member, acts as introducing broker for Stash's advisory accounts, while clearing, execution and custody are provided by the third-party Apex Clearing Corporation. Banking services and the Stock-Back® debit card are provided through Stride Bank, N.A., Member FDIC; Stash is not a bank. A single subscription plan at $12 a month (or $108 a year) covers a personalised investment plan, AI-powered Money Coach guidance, a self-directed Personal Portfolio of stocks and ETFs, the expert-managed Smart Portfolio, Traditional and Roth IRAs with a 3% contribution match and custodial accounts for children; no trading commissions are charged, and Smart Portfolio balances of $1,000 or more carry a 0.25% annual advisory fee. Fractional shares can be bought from $5; the service is aimed at US residents aged 18 or over. This information is the company's own statement.

Account Details

ACCOUNT TYPESPersonal Portfolio (self-directed) · Smart Portfolio (managed) · Traditional and Roth IRA · Custodial account · Stash banking account and Stock-Back® card
MIN. DEPOSIT5 USD (fractional share purchase)
PLATFORMSStash mobile app (iOS, Android) · stash.com web
PRODUCTSUS stocks and fractional shares · ETFs · Expert-managed Smart Portfolio · Retirement accounts (IRA) · Custodial accounts · Stock-Back® debit card · AI Money Coach

Licences and regulation

SEC (United States)

Licence no.SEC 8-69908 · CRD 287728
Licence holderStash Capital LLC
ScopeFINRA BrokerCheck: SEC-registered broker-dealer, FINRA member, Approved; FINRA approval 29 Aug 2017, New York, NY; 53 state registrations; disclosures: 1 regulatory event. Introducing broker named on the site; sole member Stash Financial, Inc.
StatusVerified
USER REPORTS

User complaints

User reports found online are classified by topic. The reports are compiled from records on Trustpilot, WikiFX, Şikayetvar and FastBull, and one person's records count once.

There are no classified user reports for this institution yet.

Sources and verification history

Official company sourcesstash.com — homepage, Invest, Pricing, About, Disclosures, Investing Disclosures and Legal (Disclosure Library, Form CRS) pages
Regulator recordsFINRA BrokerCheck — Stash Capital LLC, CRD 287728 (brokercheck.finra.org, 11 Nov 2026)
Company registerVerified source to be added
User feedback sourcesTrustpilot · Şikayetvar · WikiFX · FastBull
Last verified11.11.2026
SAME CATEGORY

Other licensed institutions in Share and ETF app

No complaint records have been compiled for Stash yet, so no comparison list is shown. Below are institutions operating in the same service area whose licences are verified.

All institutions in this category →

The list is generated automatically; it is not a recommendation and there is no paid placement.

Frequently asked questions

Is Stash trustworthy?

According to the data, Stash has 1 verified licence (SEC); there are no classified user reports yet. This page does not express an opinion; licence records come from official registers and reports from sourced records.

Which licences does Stash hold?

Licences verified in official registers: SEC (United States) – SEC 8-69908 · CRD 287728.

Are there complaints about Stash?

No classified user reports about Stash yet. Sources: Trustpilot, Şikayetvar, WikiFX, FastBull.

How can I file a complaint about Stash?

Use the "File a Complaint" button on this page to open the form; the institution is preselected. Describe the issue, the date and attach any supporting documents. The complaint is reviewed by our team, published if eligible and forwarded to the institution; with the tracking link you receive, you can follow the process and the institution’s reply.

How is the information about Stash verified and when was it last checked?

Licence records are checked against official registers (last verification 11.11.2026). Complaint records are re-scanned every month on Trustpilot, Şikayetvar, WikiFX, FastBull. The institution’s details were last checked on 11.11.2026.

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