Estate Planning 101

How to Transfer a Stash Invest Investment Account into a Trust

In this insightful blog post, we walk you through the step-by-step process of transferring your Stash Invest Investment account into a trust. This essential guide will simplify the process, ensuring your investments are secured for future generations.
October 12, 2023

Are you an executor or trustee?

Snug can help you get organized by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to get organized?

Snug can help you organize all of life's details by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to offer estate planning?

Snug is a complete estate planning solution built for Financial Advisors who want to save time and offer their clients more. Whether you have an UHNW client who needs their documents analyzed or a mass affluent client getting their first Trust, we can help.
Get started for free

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

Investment accounts are an important part of one's financial portfolio and transferring them into a trust can be an essential aspect of estate planning. This article will guide you through the process of transferring a Stash Invest Investment Account into a trust, ensuring your investments are handled according to your wishes.

Understanding the Process

Transferring an investment account into a trust involves changing the ownership of the account from an individual's name to that of a trust. This requires certain documents including the trust agreement and trustee's identification, and the completion of specific forms provided by the investment platform.

Step-by-Step Guide on Transferring a Stash Invest Account into a Trust

  1. Setting up a Trust: Before you can transfer your Stash Invest account, you first need to set up a trust. You can use online services like Snug for simple trust creation. For complex situations, it's best to work with an attorney.
  2. Gathering the necessary documents: Once your trust is set up, gather necessary documents. These typically include a certified copy of the trust agreement, a document that demonstrates the trustee's authority, and identification documents.
  3. Contacting Stash Invest customer service: Next, contact Stash Invest to inform them of your intention to transfer your investment account into the trust. You can do this by calling their customer service line or by sending them an email. The Stash Invest customer service can be reached at 1 (800) 205-5164.
  4. Completing the required forms and tasks: Stash Invest will provide you with the necessary forms to complete the transfer. These forms may require notarization, so be prepared for this step.
  5. Confirming the transfer and updating account information: Once the forms are submitted and processed, Stash Invest will transfer the ownership of the account to the trust. It's crucial to update your account information and check that everything is in order.

Tips and Precautions

Here are some tips to ensure a smooth transfer:

  1. Make sure all the information in your trust document is accurate and up-to-date.
  2. Keep copies of all documents and forms submitted to the investment platform.
  3. Ensure the trust has a Tax Identification Number (TIN), as it is essential for tax purposes.

Remember, transferring an investment account into a trust means the account is no longer owned by an individual but by the trust. Always consult with a legal or financial advisor to understand the implications.

The Role of Stash Invest in the Transfer Process

Stash Invest is committed to helping its customers during the transfer process. Their representatives can guide you through the steps and provide necessary forms and documentation. They also offer resources on trust management and investment planning to help you make informed decisions.


Transferring a Stash Invest account into a trust is a significant step in managing your financial assets. It ensures that your investments are distributed according to your wishes and provides a sense of security for the future. Remember to seek professional advice during this process to avoid any legal or financial pitfalls. Take the first step towards safeguarding your financial legacy today.