How can I close my Smart investing account?
If you want to close just your Smart invest account, you’ll need some help. Contact us at Support to get the ball rolling.
The procedure to close your account and cancel your subscription is different depending on which type of subscription plan you’ve chosen. For more information, check out the links below.
If you have any more questions about the process of closing accounts, feel free to reach out to Support. That’s what we’re here for!
This type of account is a Discretionary Managed Account. This is an individual taxable brokerage account that Stash has full authority to manage according to a specific investment mandate.
Related questions View all Smart Portfolio
Q. Who made these Smart portfolios?
Smart portfolios investment decisions are made by experts*—the Smart Investment Team, who have experience executing successful trade strategies for customers. DISCLOSURES *This type of account is a Discretionary Managed Account. This is an individual taxable brokerage account that Stash has full authority to manage according to a specific investment mandate.…2
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.…2
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.…1
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