Can I transfer money or investments between my Personal Portfolio and Smart Portfolio?
At this time, you’re not able to transfer money in between your Personal Portfolio and Smart Portfolio. However, Stash makes it easy to transfer money from your Stash banking account or external bank account to your Smart Portfolio. [Learn how to make a transfer here]
DISCLOSURES
Stash has full authority to manage a “Smart Portfolio,” a discretionary managed account.
Stash Banking services provided by Stride Bank, N.A., Member FDIC.
Related questions View all Invest
-
Q. FAQ: Personal Portfolio
How do I add funds to my Personal Portfolio? Follow these steps to make a one-time deposit: Use this link to begin a transfer. Enter the dollar amount you would like to transfer. Select your desired source of funds as the “From” account.…
-
Q. FAQ: Smart Portfolio
How do I open a Smart Portfolio? Use this link and follow the prompts to open your Smart Portfolio with as little as $5. How do I make an investment in my Smart Portfolio? Any funds you transfer into your Smart Portfolio will be invested for you by our expert investment team.…
-
Q. T+1 FAQs
To align with the rest of the financial services industry, we are making changes to the timing of when trades will settle that will go into effect on May 28, 2024. This will mean that trades will start settling in one day instead of two.…
Didn’t find your answer?
Need help? Email us anytime at support@stash.com
Call us Monday-Friday 8:00am-8:00pm ET
