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Stash vs Rebalance IRA

Stash is a good investment app to guide beginners to invest in stocks. How does it compare to Rebalance IRA? Read our comparison chart below.

Stash simplifies investing for novices. This app is not a robo-advisor and will not manage investments for you. Instead, it guides beginners to select investments aligned with their goals and risk level. There is no minimum balance to start investing.

While Rebalance IRA takes a look at your entire financial picture to come up with a personalized retirement portfolio. Your account is professionally managed by human advisors, and even includes an annual live meeting. Fees are high at 0.5% plus a $250 start-up charge. This is only for large investors with $100,000 to invest.

Compare Stash with Rebalance IRA, side-by-side.

 

Stash

Rebalance IRA

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Read Stash Review

 

Benefits and Features

Stock Trading
$0
 
Options Trading
No
 
Annual Fee
  • STASH Growth ($3/mo)
  • STASH+ ($9/mo)
0.5%; $250 one-time set up charge
Minimum Deposit
$0
$100,000
Phone SupportYes - normal business hours, plus Sat & Sun 11a-5p ET
M-F 8:30a-8:30p ET
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
No
Yes
Robo Advisor 
Check
Assets Under Management
$3 Billion
$500 Million
Tax Loss Harvesting
No
No
Goal Tracker
Yes
No
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
No
Android App
Yes
No
BankingAll users get a cash account with a debit card. No minimum balance, no overdraft fees, and free ATM access at 19,000+ ATMS. 
Mobile App
Yes
 
Fractional Shares
Yes
No
Taxable Accounts
Yes
Yes
401k Plans
No
Yes
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
No
Yes
Trust Accounts
No
Yes
529 Plans
No
No
 

CreditDonkey® Reviews

Annual FeeStarStarStarHalf StarEmpty Star
Minimum DepositStarStarStarStarStar
Customer ServiceStarStarStarEmpty StarEmpty Star
Pros & ConsPros:
  • Guidance for beginners
  • Automatically save and invest through round-ups and recurring transfers
Cons:
  • Fees are high for small balances
  • High ETF expense ratio
  • Limited research
Bottom LineGood investment app to guide beginners to invest in stocks... Read full review

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Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

Stash: Pricing information from published website as of 08/14/2019

Rebalance IRA: Pricing information from published website as of 06/14/2018

Still need help deciding which investing is better? Read the in-depth reviews below. You may also be interested in comparing Stash or Robinhood.


Articles on Stash

Stash Invest Review

Can Stash help make you money? Find out if the investing app is legit and how it compares to apps like Acorns and Robinhood.

Which Do You Think is Best?





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