What Happens to Your Acorns / Stash / M1 Finance Account When You Die
Quick Facts
Deadline
Cancel subscription
Difficulty
Moderate
Key Info
Monthly fees continue
Step-by-Step Guide
List your micro-investing apps
Document which apps you use (Acorns, Stash, M1), your login email, and approximate balance.
Estimated time: 10 min
Note subscription fees
Record the monthly fee for each app so your executor knows to cancel immediately.
Estimated time: 5 min
Executor contacts each app
Contact each provider with Death Certificate to cancel subscriptions and transfer investment balances to the estate.
Document Now Checklist
- App names and login emails
- Approximate balances
- Monthly subscription fees
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Acorns / Stash / M1 Finance. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
Protect your Acorns / Stash / M1 Finance account — and all your others
Document your digital life in a zero-knowledge encrypted vault. 1,800+ platform guides. Dead Man's Switch. Everything your family needs.
Start your free trial →This is 1 of 1,800+ guides in Passed Plan. When you document your accounts, your family gets a personalized Family Action Guide with only the steps that apply to them — in the right order, with your notes.
Browse all 1,800+ guides →