Can I upgrade or change my plan?
Yes, you have the flexibility to change your plan at any time.
To change your plan in App:
- Navigate to Settings from the home screen
- Select Subscription
- Select Manage (next to your current subscription)
- Select the plan you would like to switch to
To change your plan on Web:
- Select your name in top right corner
- Select Subscription
- Select Manage (next to your current subscription)
- Select the plan you would like to switch to
Related questions View all Plans
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Q. When will my trades get executed in my Smart portfolio?
Once your money has completed the transfer and arrived in your account, we’ll execute your trades. Typically, this takes 1-2 business days. Please note that a business day is Monday through Friday, excluding weekends and US market holidays. DISCLOSURES This type of account is a Discretionary Managed Account.…
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Q. Once I deposit money into my Smart portfolios, do I need to do anything?
Nope! We’ll handle the rest—this is smart investing, after all. You might want to consider investing (depositing money) regularly, though. That way your investments can grow through the magic of compound interest. DISCLOSURES This type of account is a Discretionary Managed Account.…
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Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…
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