How did you choose these Smart investments and how much of my money is put into each?
Smart Portfolio is designed to take the guesswork out of investing, and we encourage Stashers to view them as an easy solution for long-term, diversified investing. We have carefully selected funds that offer access to a variety of investment markets. From there, Stash determines the allocation of funds in the Smart mix based on 1) our investment team’s view of the markets over the next several years and 2) how to balance the risks and rewards of each fund for each risk profile.
As for viewing your Smart Portfolio, it’s easy. Head to Stash, and from the app, tap “Invest” at the bottom, then tap “Smart Portfolio.”
A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.
Related questions View all Getting Started
Q. Making a Deposit into Your Stash Banking Account
In a time crunch to pay your bills, or need to use your Stock-BackⓇ Card1 to make that purchase soon? Here are some ways to add money to your Stash banking account.1 Click below to jump ahead: Make a transfer to your Stash banking account from within your Stash account. …
Q. Stash Banking Benefits
Your Stash banking account comes packed with features that will help you invest in yourself. You’ll earn Stock-Back® rewards with every purchase, and you’ll also enjoy access to benefits provided by Mastercard®.1 We’ve highlighted some of the benefits below. …
Q. Withdrawing from your Retirement Portfolio
You can either make a partial withdrawal from your Retirement portfolio (IRA), or you can close it completely. Important Note: The minimum age to withdraw money from an IRA is 59 ½ years old. If you withdraw funds from your Retire Portfolio before age 59 ½,…
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