Do I have to pay taxes on my Stash Invest investments?
Stash Invest accounts are taxable brokerage accounts. You are required by the IRS to report income earned from capital gains and other applicable distributions.
Each year, Stash will send you tax documents so that you can file your taxes appropriately. If you have tax documents available, we’ll send you an email. You should have tax documents from Stash if:
- You received dividend payments greater than $10 from your Stash Invest accounts in 2021.
- You received more than $10 in interest on your Stash Invest account.
- You sold an investment in your Stash Invest account in 2021.
In general, if you hold your investments for longer than a year, you will avoid paying short-term capital gains on taxes.
This information is subject to change and should not be considered legal or tax advice. Stash does not provide legal or tax advice. If you have questions regarding your personal circumstances, you should consult a tax or legal professional.
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Q. What are the fees for this account?
Nothing in addition to your monthly subscription fee! If you’re a Stash Growth or Stash+ customer, you automatically have access to Smart Portfolio and there are no additional fees for having one. DISCLOSURES A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.…
Q. How is this Smart Portfolio recommended for me?
The Smart Portfolio mix is selected to be best-suited to your risk profile. Staying invested is really important, and we know that you are more likely to stay the course if your portfolio offers you a comfortable balance of growth and volatility (or the most comfortable balance of reward versus risk over the long term).…
Q. Am I allowed to withdraw and deposit funds?
Absolutely! We encourage you to deposit funds on a regular basis, so that you can build a strong portfolio. In fact, that philosophy is a pillar of The Stash Way®. You can also withdraw whenever you want.…
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