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What are my Stash investment portfolio choices?

Investing can feel overwhelming if you don’t know where to start. Stash makes things simple with our four investment portfolio options. As each portfolio type serves a different purpose, you may invest in any or all of these. What’s important is that you have options to get to the next level of your investment goals. 


Stash offers the following portfolios: 

Personal portfolio—Investing simplified: Stash’s Personal Portfolio is intended to combine a high degree of flexibility on your part, with oversight on our part. You can choose from a wide selection of stocks, ETFs, and bonds approved by the Stash team. It’s the most flexible portfolio in Stash.


Smart Portfolio—we invest for you: For a ‘set-it-and-forget-it’ investing experience, choose Smart. With our Smart Portfolio, you control how much money [goes in and out of the portfolio, and Stash handles the rest. The outcome is a ready-made investment portfolio recommended to suit your individual risk profile, crafted by a team of investment experts. 

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Retire—invest in your future: Stash offers both Roth or Traditional IRAs, so you can grow your money for retirement. 

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Custodial Portfolio—invest in your children (Available with Stash+ only): Open a Custodial Portfolio to help build wealth for the next generation.

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Stash has full authority to manage a “Smart Portfolio,” a discretionary managed account. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. Stash does not guarantee any level of performance or that any client will avoid losses in their account.

“Kids Portfolio” is a custodial UGMA / UTMA account. Money in a custodial account is the property of the minor. 

Cryptocurrency trading and execution services are provided by Bakkt Crypto Solutions LLC (NMLS ID 1828849) through a software license agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Stash Financial, Inc. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA and is licensed to engage in virtual currency business activity by the New York State Department. Cryptocurrencies are not FDIC or SIPC insured. Advisory products and services are offered through Stash Investments LLC, an SEC registered investment adviser. Cryptocurrency is a highly volatile investment; please ensure that you fully understand the risks involved before trading crypto. Visit Licenses Disclosures and User Agreement.


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