How do I get paper statements?
By default, we send out digital statements to our clients’ registered email addresses. We also support paper statements.
If you’d like to opt-in to receive paper statements, please contact Support here. Our team will be able to accommodate that request for you. Please note that we do charge an additional fee for paper statements.
Our fees are:
- $2 for paper confirmations of each transfer or trade you make
- $5 for a monthly account statement
This fee will be charged to your linked external bank account.
Related questions View all Bank Account
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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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