How do I change my name with Stash?

Who to update · Investing & retirement

How to change your name with Stash

Married or divorced and updating your accounts? Here's how Stash takes a name change, from its own help page.

HowOnline or by phone

By mailNo: use their steps

Stash's steps

Contact Customer Support (weekdays 8 a.m. to 8 p.m. ET) and send your new ID plus your marriage certificate, divorce certificate or certified court order.

Open Stash's page

Have these ready

A copy of your marriage certificate, divorce decree or court order (most companies ask for one).
Your updated driver's license or ID, if you have it. Social Security comes first, then the DMV.
Your account number, and the name the account is in now.

Let Sasha handle the letters

Sasha writes and signs your name change letter for Stash and every other company on your list, with your certificate attached. It also keeps track of who's done. The checklist is free.

See how Sasha works

More investing & retirement

Checked against Stash's own page in October 2026. Companies change their process; confirm on their site or by phone before you send anything. Sasha isn't affiliated with Stash.