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 Smart Portfolio
Q. Why Am I Still Receiving Statements?
We at Stash are legally required to send our clients statements for their account(s) in any month in which there was any activity or funds in the account. If you believe you should not have received a statement, log back into your account to see if your accounts are fully closed and… If you are fully closed with no funds in any of your account(s): Since your account is now fully closed and unfunded this would be your final statement.…
Q. Trying to Link your Stash with TD Bank?
As of April 25th, 2022, at 12:01a.m. ET, TD Bank implemented a change that requires all institutions, including Stash, to re-link once every 90 days if you linked your account via the Instant Link option using Plaid. What this means for Stash customers who are linked to a TD Bank account: This will not impact any deposits you make from your account,…
Q. Why did you sell part of my investments to cover my monthly subscription fee?
The way we initially attempt to charge the fee differs. We’ll try to pull from your Portfolio cash, linked debit/credit card, or Stash Banking1 balance first. If that doesn’t work, then we’ll sell a portion of your holdings in your Personal Invest Portfolio to cover the fee.…
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