Stash Learn

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.  


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.

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