How does Smart-Stash work?
Smart-Stash (formerly Smart-Save) studies your spending, (recurring transactions, such as bills, rent/mortgage payments) and earning patterns to intelligently save small amounts of money for you—only on days when you have the cash to spare.
You can set a max transfer amount, and Smart-Stash will not transfer more than the amount you set each day.
Please note: Smart-Stash transfers occur Monday through Friday from 9AM to 5PM. When you earn Smart-Stash savings over the weekend, those amounts will be added and transferred to your cash balance the following Monday.
Related questions View all Auto-Stash
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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.…
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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.…
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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.…
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