How do I add funds to my Portfolio Cash?
Here’s how to transfer money to your Portfolio Cash in app:
- From the Home screen, tap Transfer in the bottom navigation bar.
- Choose which accounts you’d like to transfer money from and to.
- Enter the amount you’d like to transfer.
- Tap Continue.
- To confirm the transfer, select Make Transfer.
Here’s how to transfer money to your Portfolio Cash on the web:
- At the top of the Home screen, click Invest.
- Select Cash to Invest.
- Enter the amount you’d like to transfer to your Cash Portfolio, then click Next.
- Your new balance will be reflected immediately in your Portfolio Cash.
If transferring money from an external account, the money transferred out of your external bank account will show up as removed from that external account within 5 days.
Please note that these transfers will appear on your external bank account statements as “Stash ACH.” Once your funds have transferred, they’ll be available for your use.
Related questions View all Invest
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.…1
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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