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 & Pricing
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Q. What are the fees for this account?
Nothing in addition to your monthly subscription fee! If you’re a Stash Growth or Stash+ customer, you automatically have access to Smart Portfolio and there are no additional fees for having one. DISCLOSURES A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.…
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Q. How is this Smart Portfolio recommended for me?
The Smart Portfolio mix is selected to be best-suited to your risk profile. Staying invested is really important, and we know that you are more likely to stay the course if your portfolio offers you a comfortable balance of growth and volatility (or the most comfortable balance of reward versus risk over the long term).…
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Q. Am I allowed to withdraw and deposit funds?
Absolutely! We encourage you to deposit funds on a regular basis, so that you can build a strong portfolio. In fact, that philosophy is a pillar of The Stash Way®. You can also withdraw whenever you want.…
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