I was charged an overdraft fee because of my Stash account. What should I do?
We hate this fee as much as you do. We wish that banks wouldn’t charge it!
The best way to avoid an overdraft fee is to make sure there’s enough money in your external linked bank account before initiating a transfer. Remember that you may have some recurring payments on your external account and be sure to take them into consideration. We also recommend double-checking your Auto-Stash, if it’s enabled, to make sure that the amount won’t put you in the red.
If you’ve already overdrafted by accident, we’re unable to do anything about the fees charged by your bank, including if you’ve forgotten to check your Auto-Stash settings. Our best advice is to call your bank and ask them to waive the fee.
Related questions View all Pricing
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.…0
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.…0
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.…0
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