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Can I modify the smart portfolio, ie. add stocks?

Nope. Smart Portfolios are managed for you by a team of investment experts who are part of the Investment Team. The team uses your individual risk profile to make investment decisions, and it’s impossible to add a different asset without changing overall riskiness. With your other Stash Invest portfolios (Personal, Retirement, or Custodial) you can always add a stock or ETF. 


DISCLOSURES

This type of account is a Discretionary Managed Account. This is an individual taxable brokerage account that Stash has full authority to manage according to a specific investment mandate. You are not able to directly change your Automated Selected Investments, other than as expressly stated in this Advisory Agreement (for example, by imposing reasonable restrictions as permitted in your Discretionary Managed Account).

 

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