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. How do I cancel, stop, or modify a transfer?
If you’d like to cancel a transfer of any kind, don’t fear—it’s a very simple process. We’ve outlined the steps you’ll need to take below depending on the type of transfer you’d like to cancel, stop, or modify. Please keep in mind that we can only cancel transfers marked as “pending,” so you’ll want to take action before the transfer clears.…
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Q. How do I remove contributions or transfer or withdraw money from my retirement account?
Please note you may be charged penalties for transferring money out of your retirement portfolio early. Any penalties come from the IRS. For any specific questions, reach out to a tax professional. This will not cancel your subscription. If you want to transfer invested money out of your retirement portfolio,…
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Q. What are Mergers and Acquisitions (M&As)?
Mergers & Acquisitions (M&A) occur when companies expand, combine, or break apart in order to improve their core business(es). There are two parties in an M&A deal: The acquirer, the company purchasing another company, and the acquiree, the company being purchased and acquired.…
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