Stash Learn

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]



Stash has full authority to manage a “Smart Portfolio,” a discretionary managed account.

Stash Banking services provided by Stride Bank, N.A., Member FDIC.


Didn’t find your question?

Tell us what you’re looking for, and we’ll search for resources that could help.

Ask your question