Why did you transfer money from my external bank account?
There are a number of reasons why we may have transferred money from your external bank account to Stash. We’ll go over a few of the most common scenarios below.
- You initiated a manual transfer, such as a purchase with a transfer, a manual transfer to your Stash banking account, or a transfer to your Portfolio cash.
- You have automatic transfers set up, such as Recurring Transfers, Set Schedule, Smart Stash, or Round-ups.
- Your monthly or yearly Stash subscription fee was charged to your externally linked bank account.
To see why a specific transfer was made in your Bank account¹:
- Navigate to your Account page by tapping your profile icon, located in the top left corner of the Home screen.
- Scroll down to the section titled View activity, then tap Bank account.
- Here you’ll see a record of every transfer from your externally linked bank account, including the amount, date, and type. You can download these records as a separate PDF document to review.
To see why a specific transfer was made in your Invest portfolio:
- Navigate to your Account page by tapping your profile icon, located in the top left corner of the Home screen.
- Scroll down to the section titled View activity, then tap Portfolio.
- Select whether you’d like to see activity for your Personal portfolio, your Retirement portfolio, or a Custodial portfolio.
- Here you’ll see a record of every transfer from your externally linked bank account, including the amount, date, and type. You can download these records as a separate PDF document to review.
If you see something in your account history that doesn’t match any of these scenarios, we’re here to help. You can contact Support here and they’ll be glad to answer all your questions. Please note they may need to request specific information depending on the circumstances.
DISCLOSURES
¹Bank Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa is a registered trademark of Visa International Service Association. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of the registered trade names are used by and refer to a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Green Dot is a registered trademark of Green Dot Corporation. (c) 2020 Green Dot Bank. All rights reserved. Investment products and services are not offered by Green Dot Bank and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.
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.…
0 -
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
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question