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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. To protect against market fluctuations, Stash does not support requests that are greater than 90% and less than 100% of the smart portfolio balance ($900 – $999). If there are pending withdrawals on the account, you’d need to wait for the transactions to be completed.

 

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. 

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