Can I transfer money or investments between my Personal Portfolio and Smart Portfolio?
You can transfer money between your external bank account or Stash banking account into any Stash portfolio (Personal, Smart, Retire, Kids). However, you cannot transfer funds directly between your Personal and Smart Portfolio.
Disclosures
A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.
A “Personal Portfolio:” You can choose your own investments only in a “Personal Portfolio” which is a Non-Discretionary Managed account.
Bank Account Services provided by Green Dot Bank, Member FDIC.
Related questions View all Getting Started
-
Q. Turning Round-Ups On and Off
You can easily manage your Stock-Back® Card round ups on the Stash app or website.1 Follow these steps to turn round-ups on/off. On the app: Login to the Stash app. Tap Bank at the bottom of the screen. …
-
Q. All About Instant Transfers
What are instant transfers? Transferring money within Stash generally is effective immediately but could take up to a few minutes; however, transferring to an external bank account can take 1-3 business days. Instant transfers allow you to transfer money to an external bank from your Stash banking account instantly for a 1% fee.…
-
Q. Earning Stock-Back® Rewards with Stash
Want to make your money work harder for you? The Stash Stock-Back® Debit Mastercard® allows you to invest while you spend.1 Read on to find out the details of this benefit, offered exclusively by Stash. How does Stock-Back® work? To earn Stock-Back® Rewards,…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question
