Stash is registered as an investment adviser with the United States Securities and Exchange Commission (SEC). While Stash’s registration with the SEC does not imply that Stash or its employees possess a certain level of skill or training, it does mean the federal government imposes on Stash certain rules and regulations.
Additional information about us is available on the SEC’s Investment Adviser Public Disclosure website.
How is my money protected?
Cash and funds in your account are held by Apex Clearing, a broker dealer that provides brokerage services for your account including custody of assets, reporting, trade confirmation, settlement, and securities delivery.
In short, Apex Clearing acts as qualified custodian for all of your assets on the Stash platform. Apex Clearing is a member of FINRA/SIPC.
Apex Clearing is a member of SIPC, which stands for Securities Investor Protection Corporation. SIPC protects assets in Stash accounts custodied at Apex up to $500,000 including $250,000 for cash claims. In addition to SIPC, Apex Clearing is regulated by FINRA, and a member of the NYSE.
While Stash helps you make investment decisions, we also work with Apex Clearing Corporation to execute trades in your account and to hold your cash and investments
It’s important to note that SIPC does not protect against market loss. Sometimes you can lose money when you invest. Check out Investment Risk: What it is and How to Manage It? for more information.
Stash employs 256-bit encryption to secure your information, from personal info to purchase history and more. Stash uses Secure Sockets Layer (SSL) technology to ensure any information sent between the Stash app and its servers is protected.
Stash software, hardware, and IT infrastructure are kept secure with multiple levels of defense. Our team aggressively monitors and implements the latest technologies to keep our systems up to date, meeting, and often surpassing industry standards.
Your money is our mission
Keeping your data and money safe and secure is paramount to everyone at Stash. Stash was founded by Brandon Krieg, David Ronick and Ed Robinson in 2015 with the goal of making financial freedom available to all.
Stash, it’s your money, simplified.